Credentialed Tax Expert

Overview

This is a virtual, customer-facing tax support role focused on helping customers complete their taxes using TurboTax products. The position includes providing expert guidance on taxes, explaining tax and technical terms, and using video communication tools to deliver a high-quality customer experience.

Responsibilities

• Use video communications software to interact with customers in real time.
• Assist TurboTax customers who are preparing 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 use government websites, professional resources, and team expertise to find and provide the right 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 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, and additional requirements may be introduced.

Qualifications

• Must possess an 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, including solid knowledge of computer operations and software.
• Strong customer service skills; able 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) is a plus.
• Must reside in the United States.

Compensation & Benefits

• This position provides a competitive compensation package with pay for performance rewards.
• 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 in accordance with applicable plans and programs.
• Pay is based on job-related knowledge, skills, experience, and work location.

Location

United States (must reside in the United States). Expected base pay varies by work location as listed above.