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Job Details

2020-18541 -

xTest Tax Associate

Location(s): San Diego, California - Mountain View, California
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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

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.

If you’re a highly motivated individual with excellent communication skills, we need you to help our customers complete their taxes using TurboTax. You’ll advance our goal of “Powering Prosperity Around the World” by providing expert guidance and understanding of the TurboTax product to our customers. You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers.This role is remote and can be located across the U.S.  San Diego is a preferred location.  Hours of operation are based on Pacific Standard time Monday through Friday 8AM-5PM Pacific. 

What you'll bring

  • Previous customer service experience – ideally one year
  • Ability to quickly learn and adopt new technical tools and processes with minimal support
  • Work well within a collaborative team environment  
  • Bring a positive, flexible approach to change 
  • Must have (or be willing to obtain) a dedicated hardwired internet connection
  • Strong Research skills and the ability to quickly use online resources to find answers
  • Delightful customer service skills and willingness to utilize audio/visual tools to communicate with customers
  • Comfortable interacting with customers through video, in a professional way that represents the Intuit TurboTax brand well
  • We are a testing team - you have strong communication skills with the ability to verbally articulate your thoughts and feelings during the testing process 
  • Ability to work in a fast-paced environment with minimal supervision
  • A curiosity for understanding how things work - you can apply critical and creative thinking in order to work with teams dedicated to improving our tools and processes
  • Bilingual (English/Spanish) communication skills (written & spoken) a plus
  • Ability to diffuse situations with angry customers
  • Ability to understand and apply knowledge of policies, process, procedures, confidentiality, and business ethics requirements

How you will lead

  • The ideal candidate will have a background in business, finance, accounting, or taxKnowledge of tax laws, tax concepts and familiarity with form 1040 and schedules
  • Minimum 3 seasons of paid Tax Preparation experience, with a minimum of 30 tax returns per tax year required.Prior tax preparation experience in a tax practice or retail setting required.
  • PTIN required
  • Strong customer service skills with ability to empathize and instill confidence
  • Create high quality customer interactions and experiences that instill confidence using deep customer empathy and your deep knowledge of the TurboTax software
  • Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
  • Documentation of customer interactions
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"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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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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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."
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."
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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."
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."
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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 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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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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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."

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