Credentialed Tax Expert

Overview

This is a virtual, customer-facing role supporting customers with their tax preparation using TurboTax products. The position provides expert guidance, tax preparation assistance, and clear explanations of tax and technical terms.

Responsibilities

• Use video communications software to interact with customers in real time.
• Assist 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 inquiries
  • Tax calculations
• Deliver high-quality customer interactions using deep customer empathy and extensive tax preparation expertise.
• Research and apply information from government websites, professional resources, and internal team expertise to provide accurate answers in everyday language.
• Follow defined practices, procedures, and company policies to troubleshoot and resolve tax advice and tax 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.
• Complete all required training and development determined by the business, including compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (training requirements are subject to change).

Qualifications

• 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).
• Willing and available to work a minimum of 20 hours per week.
• Working knowledge of Circular 230.
• Proficient with technology, with solid knowledge of computer operations and software.
• Strong customer service skills, including the 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 security criteria.
• Must reside in the United States.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.

Compensation & Benefits

• Competitive compensation package with a pay-for-performance rewards approach.
• Expected base pay range by location:
  • 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 may be eligible for a cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.
• Pay offered is based on job-related knowledge, skills, experience, and work location.

Location

• Must reside in the United States.
• Base pay ranges vary by work location (listed under Compensation & Benefits).