Credentialed Tax Expert

Overview

This virtual, customer-facing role supports customers as they complete their taxes using TurboTax products. You will provide expert guidance, tax preparation support, and clear explanations of tax and technical terms. The position requires strong tax knowledge and communication skills, along with an active, unrestricted credential (CPA/EA/Practicing Attorney).

Responsibilities

• Use video communications software to interact with customers in real time.
• Assist 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 inquiries
  • Tax calculations
• Deliver high-quality customer interactions by applying deep customer empathy and extensive tax preparation knowledge.
• Research and apply information using government websites, professional resources, and team expertise; communicate answers in everyday language.
• Follow defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Document customer interactions.
• Work 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 (but not limited to) compliance trainings, proficiency-based up-skilling, cross-training of other products or offerings, and professional development. Training requirements may change based on business needs.

Requirements

• 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.
• Active Preparer Tax Identification Number (PTIN).
• Willing and able 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; ability to interact with customers through video and audio tools professionally and confidently.
• Excellent verbal and written communication skills.
• Strong critical thinking, problem solving, and research skills.
• 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.
• Bilingual (English/Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Compensation & Benefits

This role offers a 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

Eligibility for a cash bonus, equity rewards, and benefits is based on 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 listed above are specific to the following areas/states.