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Credentialed Tax Expert - CPA, Enrolled Agent or Practicing Attorney – Seasonal RemoteLocation(s): Remote
Join our mission
Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges. We help give over 50 million consumer, small business, and self-employed customers around the world the opportunity to prosper.
Are you a credentialed CPA, EA, or practicing attorney? And do you have a minimum 3 season of paid Tax Preparation experience with a minimum of 30 tax returns per tax year? If you’re one of tax professionals, 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 explanations of tax and technical terms 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.
What you'll bring
- 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 laws
- Must possess or be able to obtain any related State licenses, certificates, permits or bonds
- Must possess active PTIN (Preparer Tax Identification Number)
- 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software
- Working knowledge of Circular 230
- Audit experience a plus (IRS and state tax authorities)
- Proficient with technology; solid knowledge of computer operations and software
- Must have (or be willing to obtain) a dedicated hardwired internet connection
- Strong customer service skills - ability to interact with customers through video and audio tools in a way that is professional, friendly and reassuring
- Excellent verbal and written communication skills
- Ability to work in a fast-paced environment with minimal supervision
- Critical thinking, problem solving, research skills and determination
- Bilingual (English/Spanish) communication skills (written & spoken) a plus
For internal use: tst
How you will lead
- 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
- Help TurboTax customers who are working on their tax return with 1) Tax advice, including return preparation and signature when required; 2) Product/software inquiries, and 3) Tax calculations
- Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparation
- Utilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language
- Apply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiries
- Document customer interactions
"When I encounter a technical problem, I feel driven to find a solution that is simple, human, and easy to understand."
"At Intuit, I have everything I need to be a great data scientist, from rich datasets to inspiring colleagues."
"It’s important to always strive for improvement, even if you’re already in a good place."
"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."
"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."
"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."
"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."
"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."
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
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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.