Tax Expert - job 1 of 2

As a Tax Expert at Intuit, your primary responsibilities include assisting customers with completing their taxes through Intuit TurboTax products, delivering expert tax advice, managing full-service return preparation, and addressing a range of software inquiries. You'll utilize professional resources and government websites to provide accurate solutions while interacting with customers using advanced video communication tools, documenting all interactions for quality assurance.

To qualify for the Tax Expert role at Intuit, candidates must possess an active and unrestricted credential such as a CPA, EA, or Practicing Attorney, along with an active Preparer Tax Identification Number (PTIN). Additionally, it’s essential to have a minimum of 2 years of experience in filing 30 or more federal and state individual 1040 tax returns with commercial tax preparation software.

Yes, the Tax Expert position at Intuit is fully remote! This allows you to create a work-life balance that suits your needs while collaborating with an exceptional team from the comfort of your home or office.

As a Tax Expert with Intuit, you can expect a comprehensive benefits package that includes a competitive salary, 401(k) savings plan with Intuit matching, paid sick leave, employee stock purchase plans, and product discounts. You’ll also receive a free copy of TurboTax Live, E&O insurance, and access to the employee assistance program.

Tax Experts at Intuit must be available to work a minimum of 20 hours per week, offering flexibility in how you structure your work schedule to ensure a healthy work-life balance while helping clients with their tax needs.

When answering this question, highlight specific projects or tasks you've completed using TurboTax or similar software. Discuss your proficiency in navigating the software, any challenges you've faced, and how you have successfully resolved those challenges. This showcases your practical experience and problem-solving skills.

Share your methods for staying informed, such as subscriptions to tax journals, attending seminars, participating in professional networks, or utilizing online resources. This reflects your commitment to continuous education and your ability to provide accurate advice to clients.

Illustrate your customer service approach by describing a situation where you managed an upset customer. Emphasize your listening skills, empathy, and commitment to finding a resolution. Ensure the interviewer knows that you maintain professionalism and patience during such interactions.

Be candid about specific challenges encountered and the steps you took to resolve them. This not only demonstrates your problem-solving abilities but also your resilience and ability to adapt in a fast-paced environment.

Focus on a specific instance where you simplified a complex concept for a customer. Discuss how you broke down the information, used relatable examples, and checked for understanding to ensure they were comfortable with the explanation.

Discuss qualities such as attention to detail, excellent communication skills, strong ethics, and the ability to empathize with clients. This shows that you understand the multifaceted nature of the role and the importance of these traits in delivering exceptional service.

Explain your strategy for prioritization, perhaps by categorizing tasks based on client urgency, complexity, or deadlines. This could include using digital tools or calendars to stay organized. This response highlights your organizational skills and ability to manage time effectively.

Reflect on your passion for helping clients, solving complex problems, or contributing to financial literacy. Sharing personal motivations gives insight into your character and enthusiasm for the role.

Candidly describe such an experience, detailing how you identified the mistake, communicated with the customer, and took corrective action. This showcases accountability, integrity, and your commitment to clients.

Express your admiration for Intuit’s mission of ‘Powering Prosperity Around the World’ and how its values align with your professional goals. You may also mention your desire to work in a supportive remote environment that values innovation and integrity.