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Remote Credentialed Tax Professional job

AppCastReno, NV
AppCast jobs

Company

Skills

Company Description

Appcast, headquartered in Lebanon, NH, is a programmatic platform offering job advertising solutions to employers, recruitment & staffing firms, job sites, and agencies. They are present in the United States, Canada, UK and Belarus. The mission-driven team of 100+ members is composed of industry veterans, technologists, and data scientists, who are like a big family, inviting visionaries, trail-blazers and innovators to join. If you prefer working in a casual environment, in jeans and sneakers, where your ideas are welcome and get done, and where your performance is recognized, you will enjoy being part of the supportive and intellectually diverse team at Appcast.

Job Description

Overview

If you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will advance our goal of Powering Prosperity Around the World by providing expert guidance and explanations of tax and technical terms to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities
  • This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers
  • Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculations
  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
  • Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
  • Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
  • Document customer interactions
Qualifications
  • This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax Customers
  • Help customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculations
  • Apply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathy
  • Tax returns prepared, signed and delivered to customer
  • Utilize and leverage government websites, professional resources and team expertise 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

For internal use: tst

TASKS

  • Collect taxes from individuals or businesses according to prescribed laws and regulations.
  • Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
  • Maintain records for each case, including contacts, telephone numbers, and actions taken.
  • Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.

SKILLS

  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • WritingCommunicating effectively in writing as appropriate for the needs of the audience.
  • SpeakingTalking to others to convey information effectively.

KNOWLEDGE

  • Administration and ManagementKnowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • Economics and AccountingKnowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Sales and MarketingKnowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

AppCast

Type

Company - Private

Size

1 to 50 employees

Revenue

$10M to $25M

Location

Lebanon, NH

Industry

Computer/Internet
Engineering/Architecture

Founded

2014

CEO

Chris Forman

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