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Seasonal Tax Expert Lead
Location(s): RemoteJoin 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 (CPA/EA/Practicing Attorney) and excellent communication skills, we need your help in leading a team of agents. Our agents will be helping customers navigate through the TurboTax experience and assist with technology. We need a leader that the agents can turn to for assistance and growth. You’ll advance our goal of “doing the nation’s taxes” by providing product guidance and 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.”
What you'll bring
KNOWLEDGE / BACKGROUND EXPERIENCE:
- Must possess active credential:
- EA (Enrolled Agent) or
- CPA (Certified Public Accountant) or
- Practicing Attorney with strong tax preparation experience
- 3 or more years of recent experience preparing federal and state individual 1040 tax returns for clients/customers, using commercial tax preparation software
- 2+ year’s leadership experience
- Completed at least a full season in FY20 as a Tax Expert agent
- Extensive knowledge of tax laws
- In-depth understanding of tax concepts and processes
- Experience using major tax preparation software; experience with electronic filing
- Experience preparing federal and state returns either individual (1040) required and business (1120, 1120S, 1065, 1041) a plus
- Experience providing support in a technical PC environment a plus
How you will lead
A Tax Expert Lead is responsible for providing live support for our Tax Expert agents.
TYPICAL DELIVERABLES:• Accurate Tax Advice to Seasonal Agents during tax season.• Assist 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.
TEAM / LEADERSHIP SKILLS:• Demonstrates a sincere desire for a quality agent experience/quality customer experience and understands the impact of "Net Promoters" and "Quality of Service" • 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 successANALYTICAL 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

"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."

"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."

"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.
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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.