Tax Specialist - Customer Experience Expert

Customer Service Expert - Tax Specialist We are seeking a skilled and experienced Customer Service Expert to join our team. As a Tax Specialist, you will be responsible for providing exceptional customer service and expert tax advice to clients.If your skills, experience, and qualifications match those in this job overview, do not delay your application.The ideal candidate will have a strong background in tax preparation and a passion for delivering outstanding customer experiences. You will work closely with clients to understand their unique financial situations and provide tailored solutions to meet their needs.In this role, you will be empowered to take ownership of your client relationships and drive business growth through proactive outreach and engagement. You will also play a key role in developing and implementing effective customer service strategies to enhance the overall client experience.Key Responsibilities:Provide expert tax advice and guidance to clientsDevelop and implement effective customer service strategies to enhance the client experienceBuild and maintain strong relationships with clients through proactive outreach and engagementStay up-to-date on tax laws and regulations to ensure accurate and compliant servicesCollaborate with cross-functional teams to drive business growth and improve operational efficiencyRequirements:Minimum 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation softwareActive Preparer Tax Identification Number (PTIN) as required by law to file taxesExcellent communication and interpersonal skills, with a proven ability to build and maintain strong relationships with clientsStrong analytical and problem-solving skills, with the ability to interpret complex tax data and develop creative solutionsAbility to work independently and collaboratively as part of a high-performing teamBenefits:Competitive compensation package with a strong pay for performance rewards approach401(k) Savings Plan with company matchingPaid sick timeEmployee Stock Purchase PlanE&O Insurance provided by IntuitEmployee Assistance ProgramDiscounts on Intuit productsOngoing collaboration opportunities with TurboTax's network of growth-minded professionalsMarketing supportAttributes & Skills:Passionate about empowering customers and helping them overcome the complexities of taxationEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolioExceptional customer service skills, high empathy, and a friendly, professional demeanorStrong verbal and written communication skillsAbility to work in a fast-paced environment independently while managing multiple prioritiesProficient with technology, including tax preparation software and CRM/sales toolsAdditional Requirements:Must reside within the United StatesMust possess or be able to obtain any related State licenses, certificates, permits, or bonds

Created: 2025-10-01