Intuit Tax Specialist

The Opportunity TurboTax helps millions of people file their taxes smarter each year. A big part of their success comes from customers' positive experiences with their Expert Network, comprised of Product Experts and Tax Specialists .

Education At Work (E@W), a national non-profit that supports college students by providing work-based learning employment that accelerates their career success, is currently hiring for Intuit Product Expert and Tax Specialist roles for the upcoming tax season.

These are paid, school-year positions with significant opportunities for advancement for students seeking a career in tax, accounting, or finance.

Product Experts will represent Intuit during their interactions with customers as E@W employees. To represent the company professionally, you will demonstrate excellent written and verbal communication skills, a desire to learn, and an enthusiasm for delighting customers.

Tax Specialists will complete the content in the Intuit Academy, including information on basic tax preparation and the opportunity to work on sample tax returns before taking a mandatory assessment.

Once certified, Tax Specialists will be paired with team leaders and managers with tax preparation experience as they begin their journey of supporting individuals in tax preparation.

Intuit’s scaffolded approach has helped thousands of individuals without a CPA to successfully build tax preparation skills and gain the experience needed to earn significant income during tax season.

E@W recruiters, trainers, and senior leaders will work with interested students to determine whether the Product Expert or Tax Specialist role is the appropriate position for you.

In addition to gaining technical skills as a member of Intuit’s Expert Network, E@W is committed to helping students develop in-demand soft skills during their work-based learning experience.

Students can expect to refine their skills in the following areas, further positioning themselves as highly competent and desirable workers for their post-college careers : - Effective communication in a business environment - Proactive problem-solving - Dependability and a strong work ethic - Adaptability and flexibility - Teamwork and collaboration Career Pathways E@W and Intuit have forged a unique partnership , creating a talent pathway into Intuit’s expert tax network and careers in the tax and accounting field.

Students will be given professional training opportunities to advance using Intuit Academy content. Our collaboration, rooted in a shared mission to create college-to-career pathways, offers significant advantages.

E@W's flexible work schedules are designed to accommodate students' academic commitments. We offer competitive wages, industry experience, and tuition assistance.

With Intuit's expertise and resources, you will have an unparalleled opportunity to gain practical experience and industry knowledge in the tax domain while pursuing your degree.

In collaboration with your college or university, Supervisors at E@W can help you craft a course of study, including technical certifications, that will increase your employability after graduation.

Please note : EAW is NOT considered an On-Campus Employer and cannot accept CPT / OPT sponsorships.

Key Responsibilities :

This is a virtual, customer-facing role; you will use our state-of-the-art video communications software (Smartlook) to interact with customers.

Your tasks will include :

• Providing tax advice, full-service return preparation, and signature.
• Addressing product and software inquiries.
• Assisting with tax calculations.
• Creating high-quality customer interactions and experiences that instill confidence through deep customer empathy and extensive knowledge and expertise in tax preparation.
• Utilizing government websites, professional resources, and team expertise to find and deliver accurate answers to customers in everyday language.
• Applying defined practices, procedures, and company policies to troubleshoot and resolve customer tax advice and preparation inquiries.
• Documenting customer interactions.
• Work continuously toward meeting company KPI metrics and Big Bet Goals.

Qualifications :

• Complete and pass the Intuit Academy Level 1 badge and Intuit Tax Practice Program.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must possess an active Preparer Tax Identification Number (PTIN).
• Proficient with technology; solid knowledge of computer operations and software.
• Strong customer service skills the 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.
• Bilingual (English / Spanish) communication skills (written & spoken) a plus.
• Must reside in the United States.

Required Knowledge / Background Experience :

• High School diploma.
• Enrolled in a post-secondary degree-granting program.
• Previous experience in a customer service environment and comfortable using phone and chat if necessary.
• Basic knowledge of tax laws and concepts (preferred but optional).

Student Benefits :

• In addition to competitive pay, earn up to $5,250 in tuition assistance per academic year based on attendance and tenure.
• Mentorship / Coaching opportunities.
• Unparalleled opportunity to gain practical experience and resume-worthy skills.
• Access to a unique and direct college-to-career pathway.
• Paid in-person training.

Work Requirements :

• Commitment to working at least 18 -20 hours per week, with the flexibility to increase hours during the school year and up to 29 hours per week during breaks.
• Availability to schedule work during Core Work Hours, with some weekend hours required :
• PEAK Tax Season - 7 days / week : 5 : 00 am - 9 : 00 pm PST
• Off-Season : Mon-Fri 5 : 00 am 5 : 00 pm PST

$20 - $20 an hourNon-exempt AFFIRMATIVE ACTION PLAN / EQUAL EMPLOYER OPPORTUNITY (AAP / EEO) STATEMENT : Education at Work (E@W) provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

In addition to federal law requirements, E@W complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

EAW expressly prohibits workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Improper interference with the ability of E@W’s employees to perform their job duties may result in discipline up to and including termination of employment.

THE AMERICANS WITH DISABILITIES ACT OF 1990 (ADA) PROHIBITS DISCRIMINATION IN COMPENSATION AND EMPLOYMENT OPPORTUNITIES AGAINST QUALIFIED INDIVIDUALS WITH DISABILITIES.

TO DETERMINE WHETHER AN INDIVIDUAL IS QUALIFIED, THE ESSENTIAL FUNCTIONS OF EACH JOB MUST BE IDENTIFIED. ESSENTIAL FUNCTIONS ARE THOSE THAT ARE INTRINSIC TO THE POSITION AND THAT THE INDIVIDUAL(S) WHO HOLDS THE JOBS MUST BE ABLE TO PERFORM WITH OR WITHOUT REASONABLE ACCOMMODATION.