Credentialed Tax Expert

Intuit, Inc.; Idaho; Hybrid; USD 39,000 - 51,000; Full time

Benefits offered by this job

Cash bonus

Equity rewards

Benefits

Job summary

Intuit, Inc. seeks a highly skilled tax professional (CPA/EA/Attorney) to guide TurboTax customers through tax preparation and explanations of tax terms. This virtual role emphasizes expert guidance, customer empathy, and clear communication, with training and compliance requirements.

W2 compensation aligns with a performance-based pay model. Responsibilities include providing tax advice, full service returns, and product inquiries, while documenting interactions and leveraging government

Qualifications

• Must possess active unrestricted credential: CPA/EA/Practicing Attorney with tax preparation experience.
• 2+ years of recent experience preparing federal and state 1040 tax returns for at least 30 clients per season.

Responsibilities

• Virtual, customer-facing role using video communications to assist customers.
• Provide tax advice, full service return preparation and signature, and answer product inquiries.
• Document customer interactions and meet KPI metrics.
• Complete required training and development as determined by the business.

Skills

Active CPA/EA/Attorney

Tools

TurboTax software

Job description

If you are a highly motivated individual with an active, unrestricted credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products. You will be working toward advancing our goal of “Powering Prosperity Around the World” by providing expert guidance, tax preparation, and explanations of tax and technical terms to our customers. You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.

Responsibilities:

• This is a virtual, customer-facing role; you will be using our state of the art video communications software (Smartlook) to interact with customers.
• Help TurboTax customers who are working on their tax returns or have delegated their tax returns with:
  • Tax advice
  • Full Service return preparation and signature
  • Product/software inquires
  • Tax calculations
• Create high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep (extensive) 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 customer tax advice and preparation inquiries.
• Document customer interactions
• Work continuously toward meeting company KPI metrics and Big Bet Goals.
• Participate in pilot testing, projects, and experience validations, as needed.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Qualifications:

• 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.
• 2 or more years of recent experience preparing federal and state individual 1040 tax returns for at least 30 clients/customers per season for compensation, using commercial tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Must be willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills – ability to interact with customers through video and audio tools in a professional, friendly, and confident manner.
• Excellent verbal and written communication skills
• Critical thinking, problem solving, research skills, and determination.
• Ability to work in a fast-paced environment with minimal supervision.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus
• Must reside in the United States.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is Bay Area California $28.74 - $36.72

Southern California $28.74 - $36.72

Colorado $27.37 - $34.97

Hawaii $28.74 - $36.72

Illinois $27.37 - $34.97

Maine $24.63 - $31.47

Maryland $27.37 - $34.97

Massachusetts $28.74 - $36.72

Minnesota $24.63 - $31.47

New Jersey $28.74 - $36.72

New York $28.74 - $36.72

Ohio $24.63 - $31.47

Vermont $27.37 - $34.97

Virginia $27.37 - $34.97

Washington $28.74 - $36.72

Washington DC $27.37 - $34.97

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.