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Opportunity Description
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Tax Expert / Advisor - full or part time
Work from Home

Opportunity Snapshot

If you fit one of the following profiles, this unique opportunity offers a refreshing change of pace:
  • You want to leverage your tax expertise and provide support without having to "grind through" the numbers of entire returns.
  • You're looking to augment your current practice, adding 30 to 40 hours of income a week during tax season.
  • You want greater flexibility in your schedule to balance work, family and other life goals (whatever your situation, we'll do our best to accommodate your schedule preferences between the hours of 5 AM and 9 PM Pacific).
  • You want the flexibility to work from home, your own office or other location of your choice.
  • You want to work with world class people and enhance your resume by adding experience with a premier company.
  • You want to earn competitive pay and product discounts.
You'll share your knowledge with customers via phone and chat, from responding to complex tax questions to providing user support and education.

Powered by innovation, Intuit is driven by a passion for inventing solutions that revolutionize the way the world does business. You probably know us by our flagship products, including QuickBooks®, Quicken® and, of course, TurboTax®. In addition to making Fortune's list of "100 Best Companies to Work for in the US" for the 10th year in a row in 2011, Intuit also was named to Forbes' 2011 list of "100 Most Innovative Companies."

The Requirements

To be a good fit for this opportunity you will have:
  • Current certification as either an active Enrolled Agent or an active CPA.
  • Extensive knowledge of tax laws.
  • Experience preparing federal and state returns, either individual (1040) or business (1120, 1120S, 1065, 1041, 990, 706).
  • Experience using major tax preparation software; experience with electronic filing is preferred.
  • The ability to research IRS and state publications, regulations, and GAAP publications.
  • Experience in verbally discussing complex tax topics or situations.
  • Excellent verbal and written communication skills.
  • The ability to work with minimal supervision.
  • Strong software troubleshooting abilities are a plus.
This is a seasonal position and you might start at one of four training sessions taking place from November to January; the season ends in late April. We'll ask for a commitment to work 30 to 40 hours a week. You also will need a distraction-free space where you can work at a computer and phone.

Note: although it is not decided yet, we are considering offering people the opportunity to work 20 hours a week. We can't make any promises at this time, but even if you cannot work 30 to 40 hours each week, please submit your resume.

The Role



You will join one of several teams of Tax Advisors around the country, each under the leadership of a team Manager. We'll start you off with paid training to orient you to our products, systems and processes. You can complete the training remotely.

In a nutshell, you will use your expertise and knowledge to provide in depth tax advice and guidance to TurboTax customers who either call in or initiate an online chat with a TurboTax Advisor. This is not a "call center" role and there is no up-selling or tax promotions. Questions will range anywhere from simple ones, such as "where do I input this information in TurboTax?" to more complicated ones, such as "My girlfriend and her children live with me. Can I claim them as dependents?"

In most cases you'll provide solutions during the call, while in other cases you may need to do some research and get back to the customer later. At the end of each consultation you'll provide a written summary of the solution to the customer by email.

Note: this description is intended to give you a general overview of the position and is not an exhaustive listing of duties and responsibilities.

Why Intuit

Exercise your expertise -- even if you have a thriving practice, you're likely to expand your knowledge as you respond to a wide variety of questions from people with diverse situations. In addition to conducting research as necessary, you'll be able to share insights with others on the TurboTax team.

Office flexibility -- you'll choose where you work, whether it's from home or a professional office. Tax Advisors are available to our customers from 5 AM to 9 PM Pacific, seven days a week. We have a variety of established schedules available, and we'll work with you to get you into one that suits your availability. In return we'll look to you to remain flexible during peak times, as we may ask you to take a couple of overtime hours before or after your normal hours.

Innovation, stability, growth -- innovation has been the heartbeat of Intuit for nearly a quarter century as we are committed to staying ahead of the curve. We remain driven by our passion for inventing solutions to solve important problems, perfecting those solutions and delighting our customers. The result is steady growth year after year; we posted $3.8 billion in revenues for fiscal 2011, ended July 31, 2011.

Career options -- while most of our Tax Advisors appreciate the seasonal flexibility of this role from year to year, if you have the ambition and aptitude you might turn this position into an entrée into a great company. Many of the Managers in this program moved up from Tax Advisor roles. And once you're on board (and you've completed your season commitment), you could pursue other positions with preferred status as a proven Intuit employee.

Excellent compensation -- in addition to a competitive hourly rate, we offer a bonus incentive program. And we LIKE to bonus our people, because it means they're delivering where it counts. History shows that a majority of our Tax Advisors earn more than 100% of their bonus target, to the tune of $8000 or even more. You'll also receive Intuit product discounts.

Keys to Success

Our TurboTax Customers can be confident their taxes are done right because TurboTax Advisors are committed to helping them successfully complete their tax returns. That means your expertise and experience will be essential, but you also will need solid interpersonal skills, including the ability to:
  • Inspire confidence in your capacity for helping each customer as a unique individual.
  • Bring a solutions oriented approach.
  • Explain technical issues effectively to people who don't have your knowledge.

About Intuit

Be innovative . . . Be yourself . . . Be Intuit
Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Our flagship products and services, including QuickBooks, Quicken and TurboTax software, simplify small business management and payroll processing, personal finance, and tax preparation and filing.

Intuit's array of flagship brands is expanding to reflect the growing number of ways we help people solve their problems. Whether helping balance a checkbook, run a small business, or pay income taxes, our innovative solutions have simplified millions of lives. In a world where emerging technology and market trends are changing the way people live and work, we'll continue to develop new products that offer the same ease and delight that are a hallmark of Intuit's pursuit of customer-driven innovation.

ProSeries and Lacerte are Intuit's leading tax preparation software suites for professional accountants. Our financial institution division, anchored by Digital Insight, provides on-demand banking services to help banks and credit unions serve businesses and consumers with innovative solutions.

Intuit is an equal opportunity employer. EOE/AA/M/F/Vets/Disabled
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Resume Supplement
Please take a few minutes to answer questions about your background and expertise specific to the Tax Expert / Advisor - full or part time position.

Question Yes No Comment
Within the last 6 months, have you applied for this position or a similar position with Intuit?
Do you have an office space you can use that will be free from distractions and noise (children, pets, etc should not be heard by customers on the phone)?
Are you either an active Enrolled Agent or an active CPA?
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What tax preparation credentials do you have?
How many years of tax preparation experience do you have?
What is the maximum number of hours you are available to work, between the hours of 5AM and 9PM Pacific (7 days)?
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