Intuit
Overview
At Intuit we believe everyone should have the opportunity to prosper, which is why our mission is Powering Prosperity Around the World. Being a mission‑driven company includes living our values every day and nothing is more important to us than the success of our customers.
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 have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.
What You Will Do In this role, you will help our customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
Use our state‑of‑the‑art video communication software to interact with customers in a responsible, reliable and safe manner, and document interactions to maintain accurate records.
Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values, including “integrity without compromise.”
What You Need
Strong business tax preparation experience and extensive knowledge of tax laws; 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120‑S) for at least 20 clients per season, using commercial tax preparation software.
Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred.
Availability to work a minimum of 20 hours per week, spread across three or more days.
Bookkeeping experience with books to tax preparation strongly preferred.
Experience preparing business tax returns for service industry customers strongly preferred.
Possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Active Preparer Tax Identification Number (PTIN).
Commit to a minimum schedule of at least 20 hours/week (minimum 4‑hour shift increments) throughout the tax season.
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) internet connection that meets Intuit Security criteria.
Compensation Expected base pay ranges for this position vary by region:
Bay Area, California: $40.10 - $46.20
Southern California: $40.10 - $46.20
Colorado: $38.20 - $43.90
Hawaii: $40.10 - $46.20
Illinois: $38.20 - $43.90
Maryland: $38.20 - $43.90
Massachusetts: $40.10 - $46.20
Minnesota: $34.40 - $39.56
New Jersey: $40.10 - $46.20
New York: $40.10 - $46.20
Ohio: $34.40 - $39.56
Vermont: $38.20 - $43.90
Washington: $40.10 - $46.20
Washington DC: $38.20 - $43.90
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs.
Seniority level Mid‑Senior level
Employment type Part‑time
Job function Consulting, Information Technology, and Sales
Industries Software Development
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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 have the opportunity to shape the direction of one of our newest product offerings, TurboTax Live Business, while working at the #11 ranked company on Fortune’s 100 Best Companies to Work For.
What You Will Do In this role, you will help our customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, you will be working toward advancing our goal of “Powering Prosperity Around the World.”
Maintain sensitive customer, confidential and/or proprietary business information in a responsible, reliable, and safe manner.
Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language.
Use our state‑of‑the‑art video communication software to interact with customers in a responsible, reliable and safe manner, and document interactions to maintain accurate records.
Interact with customers and team members in a professional manner while adhering to and promoting Intuit’s operating values, including “integrity without compromise.”
What You Need
Strong business tax preparation experience and extensive knowledge of tax laws; 3+ years of recent experience preparing federal and state business tax returns (1065 and/or 1120‑S) for at least 20 clients per season, using commercial tax preparation software.
Active unrestricted credential: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney.
Minimum of 2 seasons of personal tax preparation experience, with a minimum of 30 tax returns per tax year in a tax practice or retail setting for compensation, strongly preferred.
Availability to work a minimum of 20 hours per week, spread across three or more days.
Bookkeeping experience with books to tax preparation strongly preferred.
Experience preparing business tax returns for service industry customers strongly preferred.
Possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Active Preparer Tax Identification Number (PTIN).
Commit to a minimum schedule of at least 20 hours/week (minimum 4‑hour shift increments) throughout the tax season.
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) internet connection that meets Intuit Security criteria.
Compensation Expected base pay ranges for this position vary by region:
Bay Area, California: $40.10 - $46.20
Southern California: $40.10 - $46.20
Colorado: $38.20 - $43.90
Hawaii: $40.10 - $46.20
Illinois: $38.20 - $43.90
Maryland: $38.20 - $43.90
Massachusetts: $40.10 - $46.20
Minnesota: $34.40 - $39.56
New Jersey: $40.10 - $46.20
New York: $40.10 - $46.20
Ohio: $34.40 - $39.56
Vermont: $38.20 - $43.90
Washington: $40.10 - $46.20
Washington DC: $38.20 - $43.90
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs.
Seniority level Mid‑Senior level
Employment type Part‑time
Job function Consulting, Information Technology, and Sales
Industries Software Development
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