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Job Details

2020-19196 -

Senior Manager, Tax Practice

Location(s): San Diego, 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.

Intuit's Customer Success team within the Consumer Group is transforming the industry with a suite of high-touch professional services powered by data-driven, technology-lead operations and a distributed professional workforce.

In this role, you will collaborate cross functionally to develop the tools, processes, and training to enable tax experts on our Standards Evaluation Team (SET) to complete a quality review of expert prepared tax returns and deliver complete customer confidence in our TurboTax Live tax services. 

What you'll bring

  • A Bachelor’s degree, preferably with an emphasis in Accounting, Finance or a related field (an advanced degree in tax or law is highly desirable).
  • Active CPA License
  • 5+ years experience defining processes & reviewing a high volume of prepared tax returns for accuracy. Big 4 firm experience a plus!
  • Demonstrate sound judgement, integrity and professionalism
  • Have strong interpersonal skills and excellent communication skills (both verbal and written), including the ability to simplify and communicate complex information;
  • Strong project management skills (estimation, scope management, resource allocation, interdependencies; working across business)
  • Strong oral, written and presentation skills; ability to communicate effectively across all levels with product, management teams and tax experts.
  • Ability to translate Intuit’s tax standards and quality control policies into process for experts to follow
  • Excellent attention to detail and results oriented with a track record demonstrating strong problem solving and analytical skills
  • Ability to work independently and prioritize efforts and deliverables as a strong team contributor

How you will lead

  • Develop the policies and process for SET experts to review a high volume of tax returns prepared by experts for TurboTax Live Full Service
  • Define the strategy and E2E process for monitoring quality of SET reviews and partner with stakeholders to define sampling and data reporting requirements for monitoring
  • Work cross functionally with our product teams to develop and improve the tools used by SET to review tax returns more efficiently
  • Partner closely with our SET management team and experts to gather feedback on improving the SET quality review process.
  • Define and deliver requirements for SET training and resources to our Learning and Development team
  • Identify opportunities and communicate recommendations for improving the quality and efficiency of SET review to leadership and cross functional partners to influence change
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"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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"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."
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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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"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."
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"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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"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."
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"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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"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."
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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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"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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