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Accurate Guarantee Expert, SelectTime
Location(s): RemoteCompany Overview
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
Job Overview
If you are a highly motivated individual with strong business and individual tax preparation experience, extensive knowledge of tax laws and audit notice resolution this role may be for you! Leveraging the Intuit Value “Customer Obsession,” we need you to help support Intuit TurboTax Accurate Guarantees. 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 a key role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.
Qualifications
- Strong individual tax preparation experience and extensive knowledge of tax laws (6 years in tax, 2 years working on Intuit's TurboTax Live team) for clients/customers for compensation, using commercial tax preparation software.
- Strong business tax preparation experience and extensive knowledge of tax laws (3+ years in business tax) with federal and state business tax returns (1065, 1120 and/or 1120-S) for clients/customers for compensation, using commercial tax preparation software.
- Extensive audit experience (3+ years) with IRS and state tax audit or notice resolution.
- Strong writing skills, ability to interpret technical tax information, and translate information into easily understandable consumer friendly language.
- Critical thinking, problem solving, research skills and determination.
- Must possess an active credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney (JD) and be able to obtain any related State licenses, certificates, permits or bonds.
- Working knowledge of Circular 230
- Collaborates well with cross-functional teams, while also having an intense sense of ownership and accountability for the work.
- Able to think analytically and identify gaps in existing content and communicate actionable recommendations and suggestions for improvement.
- Ability to follow a playbook and best practices for written content, instructional design, etc.
- Proficient with technology; solid knowledge of computer operations and software
- Ability to work in a fast-paced environment with minimal supervision.
- Able to effectively prioritize individual and team work to ensure delivery of the highest customer value and communicate status to teams.
Responsibilities
- Perform deep dives on accurate guarantee claims by reviewing completed tax returns prepared by customers and TurboTax Experts, federal and state audit/tax notices, communications between TurboTax Experts and customers, and customer’s documentation.
- Research tax law to support TurboTax calculation, customer entries and/or taxing authority notices errors.
- Summarize the claim, finding such that they stand on their own without an additional information and should highlight the important findings.
- Prepare written communication to customers outlining the reason we have approved or denied the claim and steps to resolve the notice/issue.
- Provide a high level of service to the customer by continuing to answer their questions and addressing their concerns.
- Escalate claims to management at customer’s request and document the reasons for escalation.
- Communicate your conclusion with leadership at a high-level
- Work with cross-functional teams in software development and tax services to enhance the customer’s experience.
- Analyze confirmed Tax Accuracy issues and prepare documentation such as tax research and amend instructions for internal and external customers.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is $27.00 $34.50, $25.70 $32.80, Bay Area California $27.00 $34.50, Southern California $27.00 $34.50, $27.00 $34.50, Washington D.C. $25.00 - $34.00. 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.
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"It’s important to always strive for improvement, even if you’re already in a good place."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Designing at Intuit feels special because we're not just making things to make things. We're tackling real, consequential financial problems voiced by small businesses, self-employed, and individuals around the world. I'm grateful to have such a worthy and motivating mission when I go to work – powering prosperity around the world."
"Working at Intuit is satisfying because our goal is not to get customers to spend as much time on our products. We want to make their financial lives easier whether it's filling out taxes or helping small businesses operate. It's a great combination of experimenting with new technology while also staying close to tangible problems for real people."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"I really felt drawn to Intuit because it's a place where I feel like I can make super meaningful impact on customers’ lives and their day-to-day. Finances are tricky and it’s emotional and stressful, and if I can help lift that burden off of someone, I feel like it’s worth it."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"By feeding our customers' data through machine learning algorithms, we uncover valuable insights that empower millions of customers to feel more confident about their financial future."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
"We use the latest Native frameworks for iOS and Android to deliver a truly delightful mobile-first experience for our customers. I love that we're enabling millions of customers to improve their financial health, all under a world-class mobile experience."
"Our goal at Intuit is to solve challenging financial problems for millions of people. It’s satisfying to design awesome solutions knowing that you’re helping people around the world achieve their dreams of prosperity."
"One of the things that stands out about Intuit is the impact that we have on our customers. Whether it's helping them yearly with their taxes or every day with their finances, it is truly satisfying to know that we’re using our resources and knowledge to power prosperity for millions of people around the world."
"It's a great feeling knowing that when you push out a new feature or fix, our customers notice it and really love the work that we do! Here at Intuit, not only do we have the freedom to work with the newest technologies, but we value solving challenging financial problems for our customers above everything else."
"One of my favorite aspects of this role is that my work is helping small business owners achieve their business goals by solving complex financial problems. It's gratifying to know that the work that I'm doing directly impacts consumers and makes their lives easier so that they can focus their energy on growing their business."
"At Intuit, we have the unique opportunity to empower millions of communities around the world by helping small business owners, individuals, and the self-employed succeed and accomplish their dreams of prosperity. There’s nothing else like it."
Hear from our employees
Conrad De Peuter
Senior Data Scientist - Machine Learning Futures Group
Conrad leverages tools like natural language processing and machine learning to help tax analysts and small business owners use TurboTax and QuickBooks more efficiently. For Conrad, Intuit is a great place to learn, grow, and take full ownership of your career path.
Award-winning culture, best-in-class benefits
Culture and values
Intuit's company culture is rooted in our core values, which promote an innovative and inclusive environment where diverse perspectives and new ideas are celebrated.
More about Intuit life play_arrowBenefits we offer
People who give their best deserve the best in return. We offer rewards that include everything you’d expect, and even more that you wouldn’t. Enjoy the best in class perks and benefits at Intuit.
More about our benefits play_arrowHiring process
From set-up to sign-off, everything you need to know for a successful interview with Intuit, including how to request reasonable interview accommodations.
More about our hiring process play_arrowEOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.
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