Work virtually as a tax preparer

In a Tax Associate or Tax Expert role, you’ll be helping our customers do their own taxes by providing expert guidance, tax explanations, and advice so they can file confidently with TurboTax. For example, many of our customers need help with reporting deductions, rental properties, etc., and you’ll be the professional they turn to for advice and reassurance. In some cases you may prepare their return, sign, and file their taxes. You’ll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to take control of their finances.

You'll be talking to them through audio and video technology. During a typical call, a customer is signed into TurboTax, hears you through the phone, and sees you in a video (or SmartLook) window on their screen. Before you take any calls, we walk you through detailed training for your role.

This is a remote position where you work virtually, so you can choose the best location that suits you. Most of our credentialed tax experts work at home in an area where they can handle calls privately. Just because it’s remote doesn’t mean you’ll ever be on your own. Every day, you’ll work together with other tax experts to solve customers’ problems and maybe grow your own expertise.

You will be receiving an Intuit laptop, preloaded with all of the tools and systems you will need to assist customers. You will need a dedicated, hard-wired, high-speed internet connection. For this role, we request that you set up a home office, or a quiet space with a desk and chair where you can work without interruption. 

Intuit will provide the following equipment:

• Laptop
• USB Headset
• Webcam
• USB hub
• USB-to-VGA adapter
• Ethernet cable (20 feet)

Yes, there will be thorough training on every aspect of the role, including:

• detailed expectations for the role
• the software you’ll use to conduct video calls with customers
• how to handle common situations and more

Training may take up to 17 days (this includes 2 full weekends) to complete. Training is paid and is a combination of self-led and live sessions, completed remotely.

During the tax season, we offer work schedules on a first-come, first-serve basis around our operating hours. We serve our customers, 7 days a week from 5am to 9pm PT. You must be able to commit to a minimum schedule of at least 20 hours/week (minimum 4 hour shifts) throughout the tax season.

You will be paid hourly, based on the rate for the state in which you will be working from during seasonal employment. You are also eligible for a performance-based bonus paid out at the end of the season. Performance is determined by customer feedback, issue resolution, and completion of the assigned season.

In addition to the following items, you will also be required to pass a background check.

• If you are credentialed as a Certified Public Accountant, Enrolled Agent, or a practicing attorney, make sure your credentials are current, active, and in good standing.
• If you are not credentialed, we are still hiring for a wide range of positions and encourage all tax professionals to apply.
• Once you apply online, a recruiter will contact you to schedule and complete a phone screen.
• If we choose to move you forward in the process, the recruiter will then email you an online link via HireVue to complete an assessment and video interview.

Intuit has you covered! We have the plans in place to ensure that if any common issues arise, we have your back.