Turbotax live tax associate8/13/2023 ![]() ![]() The more complicated your financial profile becomes, the more decisions you’ll have to make, and the more important tax planning will become. While tax prep software is great and all, it’s really only useful for tax compliance. Tax compliance, on the other hand, has to do with preparing your return, filling out forms, and reporting on transactions that have already occurred. ![]() Tax planning is essentially planning transactions before they happen, and making thoughtful decisions that will minimize the total amount of tax you owe. When people talk about tax in general, there are really two sides to the conversation: tax planning and tax compliance. What You Should Know About Tax Prep Software Here’s my take on when you should ditch the software for an experienced professional. When your financial picture becomes sufficiently complicated, spending the extra cash to hire a professional can actually save you money in the long run. Any way to automate the prep and filing process in a compliant and inexpensive way is A-OK in my book.īut even though they’re easy to use, Turbotax and others are still software programs that have limitations just like any other robot. ![]() Estimated Salary: $20 to $28 per hour based on qualifications.Let me start by saying that I’m a big fan of most tax preparation software. PTIN required - Ability/motivation to expand expertise and obtain a tax credential or certification - Intuit offers a program to obtain your EA - Strong customer service skills with ability to empathize and instill confidence - Ability to work within a team to assist in preparation of accurate tax returns in a timely manner - Strong Research skills and the ability to quickly use online resources to find answers - Critical thinking and problem solving - Persistence and determination - Willingness to utilize audio/visual tools to communicate with customers - Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand well - Friendly and reassuring on camera - Bilingual (English/Spanish) communication skills (written & spoken) a plusSalary: $10. Prior tax preparation experience in a tax practice or retail setting required. The ideal candidate will have a background in business, finance, accounting, or tax - Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedules - Minimum 3 season of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required. Utilize and leverage government websites and toolkits to seek out and deliver the right answer to the customer - Document customer interactions - Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes Qualifications - College degree a plus. Responsibilities - This is a seasonal position providing assistance to customers both assisting them in preparing their own returns and/or fully preparing customer tax returns - Compiling/preparing tax returns for TurboTax Customers - Gathering/organizing and accurately entering customer data in the federal and state tax returns for review - Communicate directly with the customer as needed - Coordinate customer meetings and follow-up - Communicate updates to credentialed tax experts on assigned customers - Will help customers who are working on their tax return with both product/software inquiries, as well as with tax questions and calculations - Apply defined practices, procedures and company policies to troubleshoot and resolve product and tax support customer inquiries - Will interact with customers utilizing strong written and verbal skills as well as deep customer empathy Typical Deliverables: - Accurate and complete customer data entered in tax returns for credentialed tax expert review - High quality customer interactions and experiences - Application of defined practices, procedures and company policies to troubleshoot, resolve issues and address routine Tax Support customer questions - Proficient with technology and solid knowledge of computer operations and software. You'll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes. You'll advance our goal of Powering Prosperity Around the World by providing expert guidance and explanations of tax and technical terms to our customers. Description Overview Veterans and military families encouraged to apply! If you're a highly motivated individual with a business background and excellent communication skills, we need you to help our customers complete their taxes using TurboTax. Military Veterans are Encouraged to Apply. ![]()
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