Tax Expert

Profile

Tax Expert
Duties: Using 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.

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