client service advisor i Jobs in Arizona United States

client service advisor i

customer service advisor Jobs in Arizona United States

customer service advisor

customer service representative

Howard Air

We are seeking a friendly, detail-oriented, and customer-focused individual to join our team as a Client Service Representative. In this role, you will serve as the first point of contact for our customers, providing exceptional support and ensuring a positive experience with our company. Key Responsibilities: <ul> <li>Answer high volume inbound phone calls to schedule service appointments.</li> <li>Schedule service maintenance, breakdown repairs, and new equipment installations.</li> <li>Manage inbound email and web portal inquiries.</li> <li>Make outbound calls to existing clients to coordinate service appointments.</li> <li>Assist the sales team with tasks such as: <ul> <li>Report and track sales performance</li> <li>Educate clients about our products and services</li> <li>Scheduling sales appointments</li> </ul> </li> <li>Act as a liaison between customers and internal teams to ensure needs are met and communication is clear across departments.</li> </ul> Qualifications: <ul> <li>Prior experience in customer service, call centers, or a similar role is preferred.</li> <li>Excellent communication skills, both verbal and written.</li> <li>Strong problem-solving skills and the ability to think critically.</li> <li>Proficiency with computers and CRM software; ability to learn new systems quickly.</li> <li>Ability to remain calm under pressure and handle challenging situations with tact.</li> <li>Flexible availability, including evenings or weekends, as required.</li> </ul> What We Offer: <ul> <li>Competitive hourly pay and performance-based bonuses.</li> <li>Comprehensive benefits package, including health, dental, and vision insurance.</li> </ul> Incredible Workplace Perks: <ul> <li>Performance incentives</li> <li>Employee appreciation events</li> <li>Development programs to enhance your career</li> <li>Significant advancement opportunities</li> <li>Supportive management and team culture</li> <li>Employee discounts</li> </ul> Join Our Team: If you're passionate about helping people, thrive in fast-paced environments, and are eager to make a difference, we'd love to hear from you! Pay Range $17 - $24 USD Howard Air For more than 30 years, Howard Air has focused on providing the latest technology in superior comfort to meet our customers' air conditioning and heating needs. When you join us, you will proudly be a part of an exclusive group of the highest trained and top earning professionals in the HVAC industry. Earn the most you've ever made in the HVAC industry while enjoying flexible work schedules for an unbeatable work/life balance, along with the best tools, equipment, vehicles, and facilities in the industry. We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. Privacy Policy Howard AirFor more than 30 years, Howard Air has focused on providing the latest technology in superior comfort to meet our customers' air conditioning and heating needs. When you join us, you will proudly be a part of an exclusive group of the highest trained and top earning professionals in the HVAC industry. Earn the most you've ever made in the HVAC industry while enjoying flexible work schedules for an unbeatable work/life balance, along with the best tools, equipment, vehicles, and facilities in the industry.We are an equal-opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic outlined by federal, state, or local laws. Privacy Policy <img src="https://www.jobg8.com/Tracking.aspx?HWj0hyYwVU1wb9HCBfAP936dbm8jc0lxg" width="0" height="0" />

Customer Service Representative

USAA

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityIt is all about learning and growing. Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month.Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.Work schedules will vary and may include some nights and weekends. Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for shift premium pay. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all AUTO First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members.What you'll do:<ul><li>Document First Notice of Loss by obtaining relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation.</li><li>Create loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling.</li><li>Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are effectively resolved and accurately documented.</li><li>Resolve status inquiries and, when appropriate, route to handling adjuster.</li><li>Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels.</li><li>Apply strong time management skills by closely adhering to assigned work schedule.</li><li>Embrace continuous improvement and development through coaching and collaboration with manager and team members.</li><li>Use strong call management skills by assisting members within a timely manner and limiting non-productive time.</li><li>May assign or initiate emergency services when required on specific claims.</li><li>Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours.</li><li>Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.</li><li>Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul>What you have: <ul><li>High School Diploma or GED</li><li>Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically.</li><li>Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment.</li><li>Ability to prioritize and multi-task while navigating through multiple business applications.</li><li>Successful completion of a job-related assessment is required.</li><li>May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.)</li></ul>What sets you apart:<ul><li>US military experience through military service or a military spouse/domestic partner</li></ul>Compensation range: The hiring range for this position is: $43,750 to $44,750. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?Efpc8UlCsYd8vzEFiPnzifXHiApzieYRu" width="0" height="0" />

Customer Service Claims Representative (Unlicensed Auto)

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The OpportunityIt is all about learning and growing. Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month.Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.Work schedules will vary and may include some nights and weekends. Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for shift premium pay. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all AUTO First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members.What you'll do:<ul><li>Document First Notice of Loss by obtaining relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation.</li><li>Create loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling.</li><li>Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are effectively resolved and accurately documented.</li><li>Resolve status inquiries and, when appropriate, route to handling adjuster.</li><li>Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels.</li><li>Apply strong time management skills by closely adhering to assigned work schedule.</li><li>Embrace continuous improvement and development through coaching and collaboration with manager and team members.</li><li>Use strong call management skills by assisting members within a timely manner and limiting non-productive time.</li><li>May assign or initiate emergency services when required on specific claims.</li><li>Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours.</li><li>Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed.</li><li>Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul>What you have: <ul><li>High School Diploma or GED</li><li>Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically.</li><li>Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment.</li><li>Ability to prioritize and multi-task while navigating through multiple business applications.</li><li>Successful completion of a job-related assessment is required.</li><li>May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.)</li></ul>What sets you apart:<ul><li>US military experience through military service or a military spouse/domestic partner</li></ul>Compensation range: The hiring range for this position is: $43,750 to $44,750. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?Fo4bepkShYM1z8vnSbMiQcVp%2b56tFkWEc" width="0" height="0" />

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.What you'll do:<ul><li>Facilitate the member experience by answering phone calls, emails, and other requests from members.</li><li>Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.</li><li>Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.</li><li>Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.</li><li>Maintain required Property & Casualty (P&C) licenses and state registrations.</li><li>Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul>What you have:<ul><li>High School Diploma or GED equivalent</li><li> Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed </li><li>1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience</li><li>Ability to prioritize and multi-task, including navigating through multiple business applications</li></ul>What sets you apart:<ul><li>US military experience through military service or a military spouse/domestic partner</li><li>Prior experience in a fast-paced contact center environment</li></ul>Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?1%2fwdEqK%2fok18vKAL%2bj3tjfbi2meUbOBDa" width="0" height="0" />

Licensed P&C Insurance Professional - Sales and Service (Signing Bonus) - PHX

Why USAA?At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families.Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month.Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position.For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment.We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security.What you'll do:<ul><li>Facilitate the member experience by answering phone calls, emails, and other requests from members.</li><li>Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states.</li><li>Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs.</li><li>Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels.</li><li>Maintain required Property & Casualty (P&C) licenses and state registrations.</li><li>Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.</li></ul>What you have:<ul><li>High School Diploma or GED equivalent</li><li> Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed </li><li>1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience</li><li>Ability to prioritize and multi-task, including navigating through multiple business applications</li></ul>What sets you apart:<ul><li>US military experience through military service or a military spouse/domestic partner</li><li>Prior experience in a fast-paced contact center environment</li></ul>Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <img src="https://www.jobg8.com/Tracking.aspx?wvtE3Gkv73WHcWk3GtZhTj%2bYvPMCkk4Iz" width="0" height="0" />

Customer Service Advisor

Intuit

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: <ul><li> Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. </li><li> Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. </li><li> Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. </li><li> Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. </li><li> Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. </li></ul> Who You Are: <ul><li> Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. </li><li> Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. </li><li> Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. </li><li> Familiarity with Circular 230 </li><li> Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location </li><li> Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies </li><li> Bilingual (English/Spanish) communication skills are a plus </li><li> Experience in holistic tax advisory services beyond tax filing </li></ul> Attributes & Skills: <ul><li> Passionate about empowering customers and helping them overcome the complexities of taxation. </li><li> Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). </li><li> Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. </li><li> Exceptional customer service skills, high empathy, and a friendly, professional demeanor. </li><li> Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. </li><li> Strong verbal and written communication skills. </li><li> Ability to work in a fast-paced environment independently while managing multiple priorities. </li><li> Proficient with technology, including tax preparation software and CRM/sales tools. </li></ul> Additional Requirements: <ul><li> Must reside within the United States. </li><li> Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. </li></ul> Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.<img src="https://www.jobg8.com/Tracking.aspx?Fo4bepkShYM%2fppm3uuF3gEAKTTTtUwCYc" width="0" height="0" />

Tax Expert

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World." About the Role: In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You'll Do: <ul><li> Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. </li><li> Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement. </li><li> Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable. </li><li> Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. </li><li> Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. </li></ul> Who You Are: <ul><li> Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. </li><li> Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. </li><li> Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. </li><li> Familiarity with Circular 230 </li><li> Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location </li><li> Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit's policies </li><li> Bilingual (English/Spanish) communication skills are a plus </li><li> Experience in holistic tax advisory services beyond tax filing </li></ul> Attributes & Skills: <ul><li> Passionate about empowering customers and helping them overcome the complexities of taxation. </li><li> Passionate about your local community and excited to work with Intuit to engage with and build Intuit's presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). </li><li> Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. </li><li> Exceptional customer service skills, high empathy, and a friendly, professional demeanor. </li><li> Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts. </li><li> Strong verbal and written communication skills. </li><li> Ability to work in a fast-paced environment independently while managing multiple priorities. </li><li> Proficient with technology, including tax preparation software and CRM/sales tools. </li></ul> Additional Requirements: <ul><li> Must reside within the United States. </li><li> Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. </li></ul> Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: Bay Area California $30.60 - $36.10 Southern California $30.60 - $36.10 Colorado $29.20 - $34.50 Hawaii $30.60 - $36.10 Illinois $29.20 - $34.50 Maryland $29.20 - $34.50 Massachusetts $30.60 - $36.10 Minnesota $26.20 - $30.90 New Jersey $30.60 - $36.10 New York $30.60 - $36.10 Ohio $26.20 - $30.90 Vermont $29.20 - $34.50 Washington $30.60 - $36.10 Washington DC $29.20 - $34.50 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.<img src="https://www.jobg8.com/Tracking.aspx?v664xeHPeopPYX1yXauei0p6Sj1yWyAim" width="0" height="0" />

Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

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Senior Tax Professional - 2+ Yrs Paid Tax Experience Required