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Job Details

2019-10729

Seasonal Tax Expert Lead - Remote

Location(s): Mountain View
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Alexandria Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
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Troy Intuit employee
"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."
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Natalie Intuit employee
"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."
Conrad at work
Conrad Intuit employee
"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."
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Joylyn Intuit employee
"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."
Conrad at work
Conrad Intuit employee
"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."
Alexandria at work
Alexandria Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
Troy at work
Troy Intuit employee
"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."
Photo of Natalie
Natalie Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
Heather at work
Heather Intuit employee
"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."
Alexandria at work
Alexandria Intuit employee
"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."
Troy at work
Troy Intuit employee
"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."
Jake at work
Jake Intuit employee
"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."
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Blaid Intuit employee
"By building tools that enable our developers to validate the compliancy of our products, I’m playing a role upholding Intuit’s value of integrity without compromise. Through ensuring that our products are safe and secure for our customers, I feel like I’m part of helping millions of people around the world gain access to the financial resources that they need to prosper."
Alexandria at work
Alexandria Intuit employee
"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."
Emily at work
Emily Intuit employee
"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."
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Breaunna Intuit employee
"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."
Chelsia at work
Chelsia Intuit employee
"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."
Troy at work
Troy Intuit employee
"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."
Carl at work
Carl Intuit employee
"I know that as a product manager at Intuit, my impact matters. Our products support millions of small businesses and individuals around the globe with their finances, delivering more money and fueling the success of real people."

Join our mission

Intuit is a mission-driven, global financial platform company that gives everyone the opportunity to prosper. With products like TurboTax, QuickBooks and Mint, we’re using technology to build solutions to challenging financial problems for millions of people around the world.

Overview

If you're highly motivated individual with active credentials and excellent communication skills, we need your help in leading a team of tax support agents. Our support agents will be helping customers navigate through the TurboTax experience and assist with technology.  We need a leader that the support agents can turn to for assistance and growth.  You’ll advance our goal of “doing the nation’s taxes” by providing product guidance and tax support to our agents as they navigate, research and assist customers through the TurboTax experience.  You’ll also play an important role in our effort to enhance our brand by creating Turbo Tax “net promoters.”

Check out these videos and find out what it's like to work as a Tax Advisor for Intuit: http://bitly.com/pY7stu

What you'll bring

TEAM / LEADERSHIP SKILLS:

  • Demonstrates a sincere desire for a quality user experience and understands the impact of "Net Promoters"
  • Flexible team player attitude
  • Promotes/fosters a positive work environment
  • Maintains positive working relationships
  • Positive, flexible approach to change
  • Collaborative approach to problem solving
  • Understands individual impact on team's success

ANALYTICAL SKILLS:

  • Able to research, analyze and determine an appropriate course of action in a variety of situations
  • Able to research IRS and state publications, regulations, and GAAP publications
  • Excellent numerical, abstract and verbal reasoning skills
  • Solves moderately complex problems exercising good judgment

KNOWLEDGE / BACKGROUND EXPERIENCE:

  • Must possess active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax lawsMust possess active PTIN (Preparer Tax Identification Number)
  • 2+ years management experience
  • Extensive knowledge of tax laws
  • In-depth understanding of tax concepts and processes desired
  • Experience using major tax preparation software; Experience with electronic filing a plus. 
  • Experience preparing federal and state returns either individual (1040) or business (1120, 1120S, 1065, 1041)
  • Experience providing support in a technical PC environment a plus

 

How you will lead

JOB CONTENT AND SCOPE

  • Tax Expert Lead is responsible for Providing live support for our Ask a Tax Expert agents.

TYPICAL DELIVERABLES:

  • Accurate Tax Advice to Seasonal Agents during tax season.
  • Assist ATE Managers with team responsibilities.
  • Accurate Help Desk answers to agent inquiries.
  • Accurate time tracking for hours spent in each functional area.
  • Monitor agents to ensure compliance with IRS and other agency requirements regarding Tax Advice or Audit Support.
  • Flexibility to work overtime hours when required during tax season.
  • Work under pressure of meeting team productivity goals.
  • Successful candidates must be willing to flex to meet team goals.

Be part of a world-class culture

Our culture

We know that innovation thrives in an inclusive environment. We want employees with a wide range of life experiences to bring new ideas and perspectives to the table.

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Our values

Our values are central to our culture. They’ve been our guiding star since our founding and have allowed us to thrive as we work on behalf of our 50 million customers.

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Benefits 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.

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Fortune 100 Best Companies to Work For

Our culture and entrepreneurial spirit have earned us a spot on “Best Companies to Work For” lists year after year. Join us in our mission to power prosperity around the world.

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.