Can you work after say May 1 through the end of each year and avoid the busy tax season?
No, these seasonal roles are during the tax season Jan-April.

What is a tax support lead?
We are currently hiring for Tax Associates and Tax Experts. A Tax Support Lead is no longer a role that we're hiring for but it was non-credentialed person who was proficient enough to help other non-credential specialist answer customer-facing questions.

Are the tax questions only on individual tax returns or are the topics broader (e.g., corporate/partnership/tax-exempt)?
You will be answering customer’s tax questions and helping them complete their returns in TurboTax.

• Knowledge of tax laws, tax concepts and familiarity with form 1040 and schedule.
• Experience preparing federal and state returns for individuals (1040).

Does it get busy for TE's after April 15th?
It’s based on business needs.

How do you measure "Performance"? What are the measures?
The majority of our ‘metrics’ come from customer surveys after they have interacted with you. There are other performance metrics not from these surveys (work handled, projects, unsolicited feedback).

What constitutes a "Top Performer"?
Consistent high survey feedback (with quantity as well as quality) is a high performer. There are non-metric based items that can have an impact on this, but the majority is based on customer feedback (survey responses) from their interactions with you.

If you log on to work your hours and there are no questions coming in? Are you paid for your time or are you paid based upon client questions answered?
Yes, there are times where volume may be lower than expected (or the opposite). The pay is an hourly rate (not based on work performed).

Are you expecting we grow clients over years?
No, you are not ‘assigned’ clients and expected to work with them beyond the scope of the call or specific question/return being handled.

Are you required to become and EA?
You are not required to become an EA certified; it's at your discretion.

Would I need to spend time telling people where to enter numbers in the software? Or is it providing more tax information? Knowledge of software vs tax knowledge?
You would be focused on tax knowledge and prep (we have a different team completely that does product support).

Is there a time limit per client? Or typing speed?
There is not a required typing speed, but it does help when taking notes or working with a customer (via email or chat). There is not a defined “time limit” but during busy periods – we try to handle calls and resolve issues as fast as possible.

What type of research online tools do you have?
We have several internal tools and resources, and rely on the TurboTax knowledge-base and IRS resources. We also have a group license to a popular tax library that we use. But, one of the largest research tools is the knowledge and expertise of your team.

How are employees evaluated?
The majority of our ‘metrics’ come from customer surveys after they have interacted with you. There are other performance metrics not from these surveys (work handled, projects, unsolicited feedback).

What do on screen clients do while researching question?
While you are on a call with a customer and sharing their screen, they are able to see your face (one way, you cannot see them) and you can view their TurboTax screen.

How much time do you get to help solve a question and do research on it? What’s the allowed average time?
Each question is different and there is not a firm time limit for resolving each call. The expectation is to answer as fast as possible – but we all know some questions can take more time than others. If you are on a longer call or the time exceeds the average (around an hour typically) you may be asked if you need assistance. But, it’s expected that some calls will be short and others may take some extended research time.

What if you get questions after the end of the tax season?
Historically, there is a small group of experts who are extended after the end of the tax season, for these late filers and calls after the season ends. This extension is voluntarily and not expected or guaranteed. But, the customer would not be contacting you directly, the call/question would come directly to our support lines.

Will we just be helping people do their own return or will we be actually preparing some returns?
We have several different queues – some agents do prepare and sign some returns on the customer’s behalf. If you are a high scoring candidate from the video interview you will be asked to prepare and sign returns.

Is there a quota that employees need to meet?
We do not have a call per hour quota that needs to be achieved. However, these metrics are taken into account for the performance evaluations completed by managers.

I live in Salt Lake City, Utah and I I'm bilingual Spanish/English. Can I get calls from all 50 states and can I get the Spanish speaker taxpayers slot?
We do get calls from all 50 states! Please indicate that you are bilingual during your phone screen and on your resume. It is a plus!

How likely are the associates to get tricky questions related to not-so-common state specific tax laws? And what support is available to tackle such scenarios?
Most of the time you will be answering customer’s tax questions and helping them complete their returns in TurboTax. However, one of the best things about TurboTax is that we never know what questions we are going to get. We have research databases, plus Managers and Leads that can give you 1:1 support during calls

How do calls come to you and when you finish with a client do you let the operator know you’re finished so you’re ready for another client?
TurboTax customer contacts are in a queue and they are routed to the next available Tax Expert. Once you disconnect from the call, add notes, and send an email to the customer, you put your telephone status back to available so you can delight the next customer.

Is there any average length for a customer call for help?
It depends on the customer’s needs, but as a ballpark, the average handle time is approximately 23 minutes per call.

During your work hours is it normal to get back to back calls? How quickly do the calls come?
The number of calls vary from day to day. We have ‘peak’ times where calls can be back to back. However, you do have 2-5 minutes between calls allotted to update notes, send an email, etc. We also have breaks and lunches built into your phone schedule, depending on the length of your shift.

What type of returns are looking into? I do a bunch of individual returns but also I file business returns, like 1065, 1120S 1120 and even 990
We support Form 1040 with tax advice. TurboTax Business we only support navigation.

Does this position support business tax returns such as 1065 and 1120s, or will it focus more closely on 1040s?
Currently, we only support navigation on business returns. You will be answering tax questions solely about individual (1040) returns and all schedules/forms.

Are you able to partner (or is partnering acceptable) to have the ability to exchange shifts in case of emergencies?
You manage your own schedule via an online portal and there is no need to exchange shifts as long as you are scheduling hours within the min requirement. Our scheduling tool allows you to release hours easily, and another agent can easily pick them up.

Outside of Intuit's research tools, can we also use our own resources? Such as the quick finder? Or the Master Tax Book as quick references?
We highly encourage using your own resources, as long as they are authoritative. We will provide useful resources to utilize.

Each state has different tax laws are we required to know or understand them all?
We don’t expect anyone to know all of the laws in every state. We have great resources to make it simpler to assist customers from every state. The Leads are also a fantastic resource. You’ll be required to have knowledge of tax laws, tax concepts and familiarity with form 1040 and schedule.

How long before you become an enrolled agent? How can I obtain the EA credential?
The Enrolled agent exam consists of three parts – you may take each part up to four times during the test window. The current test window is June 1, 2020 to February 28, 2021. If you are a Tax Associate, you will receive info via our ProDev program on obtaining your EA.

What's the entry level position? I know you mentioned it, but I didn't retain the information?
The Tax Associate roles is for Tax Prep (no credential)

I have a tax practice of 22 years. I use a software program that's not TurboTax. How would that work?
You will receive training on our programs.

How about small business and self-employed returns?
This role only handles questions regarding 1040s.

Do you get feedback on holes in knowledge?
Your assigned manager/lead will work with each agent.

If you are live with a client how do you take the time to research?
You will have the opportunity to research while talking to the customers; you will be provided with the appropriate tools.

It was mentioned that we'd be doing tax returns if we wished. So that would be on TurboTax and thus any returns would be through Intuit then?
TurboTax

What about security?
Intuit laptops are secured and monitored by Intuit.

Does the position not begin until January?
Our current start dates are in January 2021.

Do we use Zoom when interacting with clients?
No, we do not use Zoom while working with customers. We have our own one-way video software that we use with TurboTax and also connect with them via chat or phone through our support software.

Will individuals be assigned to specific tax topics?
While we do have software that will route calls based on the complexity, but you will get a variety of questions and each call is different.

What is the process to become a lead / manager after becoming a Turbo Tax Live Expert? How many years does this take?
Having worked in a tax expert role for one full season along with credentials and having a great performance.....you can apply for the following tax season.

Is it possible to assist Spanish speaking customers only?
Not Spanish speaking only.... it’s for both English and Spanish.

Will we be helping Turbo Tax users that use all the different versions of TurboTax? Including the online version?
Yes, we support desktop and online users.

Are we able to see the customer's screen to assist with troubleshooting tax issues?
Yes, our customers will need to give you access to screen share so that you can access their TurboTax screen.

This means we can keep our outside customers. Can we use the software or computer provided?
Yes, you are able to keep your current clients (as long as you do not work for a direct competitor such as H&R Block, Liberty Tax, Jackson Hewitt, etc). All Agents get a free copy of TurboTax to use for themselves as well as friends and family.

Can I intermix this with my own office time? Have clients that make appointments and have free time between?
Hi, you are required to work with the Intuit TurboTax customers only during your selected work time.

As tax expert, are you required to sign an individual's tax returns that are self-prepared?
It will all depend on the complexity of the customer's return

I assume TT Live does have to draw a line on Tax Planning questions?
Yes – there are clear and established areas that are Out of Scope.

Do you clock in and clock out and get paid by the hour? Or do you only get paid based upon time spent on calls?
You clock in and out via our Workday tool. You get paid for your scheduled shifts - you stay in "available' to take calls. Sometimes we are slow - but you are paid when you are clocked in and in Available on the phones, training, meetings, etc.

If a customer has a question a tax preparer does not know, what happens?
We have a big expert network of tax pros who you can get advice from. You will not be alone!

If you are a CPA, who assumes the liability for the tax returns you assist with?
If you are working with a TurboTax customer during your working hours, you are covered by Intuit!

I use Proseries for my business, do you think I can assist people with Turbo Tax question?
It is much more important that you have experience doing individual income taxes (or having an earned credential) than knowledge of a specific tax software.

Why do you need PTIN if not preparing returns but only answering questions?
The Tax Associate role is Preparing Returns. The Credentialed Tax Expert role is giving advice up to and through signing returns. Both require a PTIN.

Hide "On the Job as a Tax Expert" Q&A

Will you pay for EA certification for someone who is already a CPA?
Unfortunately, we only offer the EA program to our new Tax Associates that do not have active credentials

I was curious if there is a fee associated with the educational training to get your EA?
If you are hired in a Tax Associate role; Intuit will pay for the EA program.

Can you go directly to IRS to get your Enrollment Agent Credential?
Yes

Can you talk about how we learn how to use turbo tax live software?
The training will consist of a mix of self-paced and live mix of training.

How soon does training start?
Our next start dates are January 8, 2021 and January 15, 2021 and that is when training will initiate.

Are we paid for the training segment?
Yes.

How long is the enrolled agent program?
It all depends on each individual person and how long it takes to complete the required EA exams.

Are the training sessions only on Turbo Tax or are some of them tax related and CPE credit is available?
CPE credits are available too.

How steep was the learning curve for a new associate in terms of getting used to talking and listening on the phone and doing research at the same time - how long did it take to get comfortable?
We offer live sessions and role playing to help you get as comfortable as possible before taking customer calls. As for the time, it didn’t take too long for me, but it depends on the individual.

Is the training during a fixed time of day? Or, is the training schedule also flexible?
Training is about 10 days. The self-led training is on your schedule. The live training session has many different time slots available.

What does the program to become an EA cover? Courses and exam fees?
Intuit offers a program that helps you prepare for and take the EA exams and obtain your EA credential by providing access to study materials through an education provider that we’ve partnered with, exam support, and live support. Intuit offers financial support (with a cap) to cover the cost of taking the EA exams.

What type of training do you offer?
Self-paced and live mix of training

Is training compensated?
Training is paid by the hour, same rate of pay as role.

When will training begin?
On your start date.

What research tools are available to us from Intuit?
During training, you will be provided with the appropriate tools

Is EA training available?
Yes, once you are an associate you can join our EA program (paid for by intuit).

Are CPE credits available for any training?
No not for these roles.

Are there any webinars/training for individual state tax laws?
We do not offer specific training for each state, but will address some of the larger and more commonly asked state questions in training. There are resources available (both for your research and also support from leads and managers) when a situation arises and it you are not familiar or comfortable with answering.

Does Turbo assist in meeting state CPE requirements for CPA license maintenance?
We do provide some free CPE through CPA Academy, but do not assist with meeting CPE requirements for CPA's or EA's.

In order to get a PTIN, I need 18 federal credits. Does Intuit provide free courses to obtain these required credits?
Intuit does not currently provide the various courses available to meet the 18 hours of CE required to be eligible obtain your PTIN. However, irs.gov does provide a list of IRS-Approved CE Providers. One of those listed providers is CPAacademy.org and it currently offers lots of free tax-related CE courses.

Hide "Training" Q&A

I live in New York state. Do I need to get special NY state certification?
The state website says that anyone who prepares New York state returns has to pay a $100 annual fee. For our Tax Associate role, we require a tax preparer's license Here is a link for more info here

I am a retired CPA without a PTIN. How long to get a PTIN?
Sure, you can go to the IRS.gov site to apply. I believe it just takes a few minutes.

I currently have the opportunity to work for Intuit ProSeries through FasTrack Connect/Arise. Is this something I should consider?
It's at your discretion if you decided to work via Arise. Those are 3rd party vendors that handle recruitment on their own and our Talent team is not a part of that.

HI, if you are already a CPA, do you recommend also getting your EA?
It’s not required that you have both for the role.

Can someone working for a competitor (Block, Liberty) apply for Intuit's tax jobs?
Yes, you can apply; however, you cannot continue to work for a competitor during the same tax season.

I am CPA and working full time in Accounting and Finance. No tax experience at all. I want to grow my tax knowledge and expertise. I did file my tax return last year. Can I be hired?
Please click here to apply and go through a screening process with a Recruiter.

How long do we have to get certified?
We don’t have a time frame requirement to get certified, however, you cannot be a Tax Expert without credentials.

How long before you can become an enrolled agent?
The Enrolled agent exam consists of three parts – you may take each part up to four times during the test window. The current test window is June 1, 2020 to February 28, 2021.

Can you still work with competitors like HR Block?
No, this is a conflict of interest.

We might be moving overseas next summer. Can I work from another country?
No, these roles are only within the U.S.

I do not use Turbo tax in my practice. Is this an issue?
Prior use or knowledge of Turbo Tax is not required

Would I be eligible for this position if I have never used Turbo Tax personally, but have prepared returns via Lacerte? Would I be asked technical questions or just tax related questions?
Prior knowledge or use of TurboTax is not required.

If we are planning to live abroad (UK) and help expats, is that an option?
Our roles are solely U.S. based and Canada.

My CPA license is currently inactive. Do I need to reactivate it for this opportunity?
If you are interested in applying for a Tax Expert role, it does require an active credential. Otherwise, you can apply for our Tax Associate.

I use Proseries to prepare tax returns and have never used TurboTax. Is this not a fit for me?
We welcome your tax expertise and having used TurboTax is not required. Please apply!

I did tax prep for a non-profit organization. Would that qualify as experience?
I would encourage you to apply and speak with a Recruiter about your experience.

Can you work as an independent contractor rather than employee?
The current roles we are hiring for are W2 only, no 1099 contractor roles.

Hide "Qualifications" Q&A

About how long between interview and offer or rejection?
Typically, around 1 week. Reach out to your Recruiter if it’s been longer than a week or so.

Do you have to apply every season?
Rehires are welcome back without interviewing.

What does the background check consist of?
Criminal/employment checks.

My PTIN will be expired at the end of the year. The company I work now always pay for the renewals are you paying for mine?
Intuit does not reimburse for PTIN renewals.

Are we going to get the result for hireview even if we will not be hired?
Yes, typically within a week of completion.

What background issues would prevent someone from being hired by Intuit?
Background checks are confidential.

Do you check with current employers before hiring? I wouldn't particularly want my employer to know I was working outside of the office.
No, we don’t contact current employers as a part our hiring/screening process.

I applied for Tax Expert, if I am not selected for the position. Can be considered for Associate position?
Absolutely!

I am a CPA but in inactive status, does that disqualify me?
You would not qualify for the Tax Expert role, but would qualify for our Tax Associate role.

When will our role be determined as a tax associate? For example, answering client questions vs. doing behind the scenes work such as preparing taxes for clients? Do we have a choice if our knowledge is appropriate for a higher non credentialed role?
Feel free to apply to both roles, your recruiter will be able to determine which role you are most fit for.

Do we have to fit the qualifications exactly such as the number of tax returns completed?
Please apply here and go through a screening process with a Recruiter.

What if you did the virtual interview and did not do well, but know you have the skills. It’s just the virtual process was very different the formal virtual interview process?
We encourage you to try again next tax season.

Once I take the test how long does it take before I know if I passed?
Approximately 1 week.

How long after the virtual online interview is complete will you hear back from someone?
Within a week or so depending on how soon the Recruiter receives the interview results.

How long does the background check take?
It’s on a case by case depending on each state and county.

Normally, how many days does it take from interview to verbal offer?
It varies and depends on how soon the interview results are shared and then the Recruiter will reach out.

Does Intuit provide the opportunity to become a tax expert if I don’t have the experience? Per se I can pay for a course?
If you are in a TA role, Intuit does provide opportunity to become an EA and interview for a Tax Expert position

Is this position commission or salary based? What is the pay rate? How much do you make in a tax season?
The role is hourly and based on the state you live/work in, plus you may receive a performance based bonus.

Is direct deposit available?
Yes, we do offer direct deposit.

I have talked to a recruiter and sent in my resume. I have not heard anything back yet. I have not taken any test yet. How do I know if I am still in the running for the job?
Please reach out to your Recruiter by email or phone for an update.

I had issues when doing the video answers. I kept getting booted after 30-45 seconds; and having to start over. When I finally was able to answer; my answers were extremely brief due to the worry of getting booted. Is there any person to point this out to, as I feel I am a very capable individual?
Unfortunately, once an interview is completed, we do not resend interviews. If your interview was not successful, we encourage you to retry when you are eligible.

I am an EA and I have been doing tax return for the last 5 years as volunteer with VITA and AARP do I qualify for a position?
If you have an EA and tax return prep experience - you are absolutely encouraged to apply! We would love to have you.

Is Intuit looking for Bilingual candidates?
Yes, we are always looking for Bilingual Agents with great tax experience and customer service skills.

I've applied before and was told I can NOT be seasonal, i.e. outside tax season only - is that still true?
Yes, that remains true, we are only hiring for Tax Season (Jan-April).

I worked last season as a Tax Associate and I want to go return but as a Tax Expert (I have a CPA). Do I apply and go through the same interview process as last season?
Yes...because it is a different role, you will need to interview again.

Once we start working on one tax season, do we need to continue to the next tax season, or we have options year by year?
Yes, you will commit to one tax season at a time.

When we have the hirevue interview are we allow to use our phones to research questions?
Yes, you can ulitize any available resource to do research.

I don't have any experience with taxes. How do I get the training and license?
I would recommend signing up with VITA to get some experience.

How can I start with no Tax experience However I do have a masters in Accounting?
I would recommend signing up with VITA to get some experience.

Hide "Qualifications" Q&A

Do you supply the 2nd monitor or do we need to obtain on our own?
You can purchase one and we'll walk you through connecting it.

Cybersecurity-how are we protected?
You'll connect to us, through a Virtual Private Network (VPN) and using a Single Sign-On multi-factor authentication.

Hi, I live in a rural area and the only internet connection possible is via satellite. Would that be a problem?
Unfortunately, you cannot work via satellite...you have to be able to hardwire.

Can I use my own laptop? or do I need to use the PC you provide?
Intuit will provide a laptop, along with a video camera, headset and a backdrop that attaches to the back of a chair

What are the minimum speeds for upload and download?

Can you have a wireless connection or does it have to be hard wired?
It must be hard-wired; wireless is now allowed for security reasons.

Is there an internal tech support system for help with technical difficulties, laptop crashes, etc?
Absolutely.....we have our internal IT department for tech assistance.

Does another tax office work, or does it need to be your own private practice?
Anywhere you are comfortable working from. However, you cannot be working simultaneously for your other job.

Do I need a seperate internet connection for Intuit?
No

Does hotspot provide the requirement for high speed connection?
Hotspots are not allowed.

Is there an approved list of Monitors that will work with the Laptop - or any special requirements?
Generally, the typical plug&play monitor will work. The ports are USB or HDMI.

Is there a cost for all the equipment that is furnished?
No cost to you!

Do you need a land line?
Landline is not required only stable internet connection.

Can you work from anywhere remotely within the US during the season?
Yes

Hide "Qualifications" Q&A

Are the hours flexible - can you add more one week and less another?
Yes, once you have selected your schedule for the season, you will have access to our scheduling portal for you to be able to adjust your schedule if needed. But, you must work a minimum of 20hrs per week for the season.

Is this 40 hours a week or more?
Flexible hours, you start at 15-20 hours per week as a base and can add more hours as desired.

Time schedule will be mutually agreed or Intuit will decide?
Work schedules will cover our hours of operation: 7 days/week 5am-9pm Pacific Time.

When is the earliest you can start your day?
Tax season operating hours Jan - April are 7 days/week 5am-9pmPacific Time.

Can you work overtime?
Yes, based on business needs.

Can hours be broken up throughout the day?
You can do split shifts in 4 hour blocks of time.

I want to work 40 hours a week, is this possible?
During the tax season, it's not at all odd to work 40 hours per week.

I am really interested. Is 20 hour minimum still the requirement? I can do 10.
Yes, 20hrs per week is the minimum.

What type of additional hours are required during peak?
Between 30-35 hours/week during peak.

Is there the possibility of continuing to work after tax season?
There are some opportunities for work outside of the season - dependent on volume and staffing. But this is not guaranteed.

I have a full time job. Can I work only certain days or times of the week? What if I can’t be available for certain peak or required days? If I must travel for my permanent job can I still work via WiFi in a hotel? Or only from my normal home location?
WiFi from a hotel is not allowed due to security reasons. Agents can work from multiple locations as long as they are hard-wired and successfully complete the required internet speed test.

What if I can only work 32 hours during peak season?
Make it clear to your recruiter upfront– we will probably be able to work it out.

Do you have an idea what the length of the season will be in 2021?
January – April 2021

What if hours are not available when making my schedule to fulfill the requirements?
Our internal portal will have the available schedules based on the business needs for Peak and Non-Peak, if there are no schedules available please reach out to your Recruiter for assistance.

What is the most amount of hours you can work during tax season?
There is no max number of hours, you can sign up to work for as many hours as you prefer.

I had read that the minimum hours/week were 20, but I think you just said 35?
During Non-Peak, min of 20 hours/week and during Peak a min of 35 hours/week.

Are the hours flexible - can you add more one week and less another?
Yes, once you have selected your schedule for the season, you will have access to our scheduling portal for you to be able to adjust your schedule if needed. But, you must work a minimum of 20hrs per week for the season.

Is this 40 hours a week or more?
Flexible hours, you start at 15-20 hours per week as a base, and can add more hours as desired.

Hide "Schedule" Q&A

Is there a work minimum hours to get qualified for benefits?
We are looking for Agents that can work a minimum of 20hrs/week. We do not offer Medical/Dental/Vision, but do offer participation in our 401k plan and discounts on various Intuit tax software.

Are discounts including Proseries?
Yes.

As a TurboTax Live Expert, what other benefits do you get besides 401K savings plan?
Discounts on various Intuit tax software and the opportunity to work with the BEST TEAM EVER!!

Do you offer unemployment compensation?
Yes, but please double check your state's requirements.

I am a lacerate user. Are there discounts on that?
Unfortunately, we do not offer a discount on Lacerte.

What are the details of the 401k benefit?

• You can contribute up to 30% of your salary.
• Pre-tax and Post-tax (Roth) options.
• For each $1 you contribute, Intuit will contribute $1.25, up to 6% of eligible pay with a $10,000 annual maximum match. Seasonal employees can participate and realize match, however they will need to return within 1 year for vesting schedule to bridge. The vesting clock starts at the hire date and continues until the term date. As long as a 5 year break in service has not occurred, a former employee can return and continue the clock upon rehire, ceasing once again upon termination. After 2 years of accrued time is accumulated, 100% of the match is vested.

What is the discount % on Intuit products?
It depends on the product. All employees get a free copy of TurboTax Desktop or a free TurboTax Online filing. For TY19, there was a flat rate for ProSeries and ProConnect Online.

Do you reimburse the cost for becoming a CPA or just an Enrolled Agent?
We do not offer reimbursement for either if anyone does it on their own. Once someone is hired in a new Tax Associate role, we will provide information to our Pro Dev program to work on obtaining the EA license (this is the program that Intuit will cover the cost).

When is assistance available for the EA testing?
Once someone is hired in a new Tax Associate role, we will provide information to our Pro Dev program to work on obtaining the EA license (this is the program that Intuit will cover the cost). Once accepted in the program, we offer free access to Fast Forward Academy, live Study Sessions, and mentorship to help you succeed.

Do you also offer employee discounts on QuickBooks products?
At this time, Intuit does not offer discount on QuickBooks.

Can I use Turbo Tax Software for my personal Tax Clients also?
No, that is in direct violation to the TurboTax licensing agreement.

Do you have a program to help getting CPA?
Unfortunately, not at this time.

I think that I heard that I can get discounts on the software from Intuit in my CPA practice. Is this true?
Yes. For TY19, there was a flat rate for ProSeries and ProConnect Online.

How does paid sick leave benefit work?
We do not offer sick leave for Seasonal employees.

How long do we work before being eligible for employee benefits?
We do not offer employee medical benefits for Seasonal employees.

What date do you need to be hired this year in order to qualify for the next stock option?
Experts are only eligible to participate in the Employee Stock Purchase Program (ESPP) when it comes to equity programs. If the they were hired prior to February 15, 2021; the next eligible enrollment period for the ESPP would be February 15-28. They would begin to see contributions from their paychecks after March 15th and they first stock purchase would be on June 15th. They would have to be an active employee on June 15th in order to take part in the stock purchase, otherwise any contribution to the program would be refunded on their final paycheck.

You mentioned that Intuit offers training to become an enrolled agent, do you also offer continuing education?
We have a partnership with CPA Academy and can get access to many free webinars to get CE credits.

Hide "Benefits" Q&A

Can I get assistance getting a PTIN? I do not have one yet?
Please visit here

Are your associates self-employed or are they employees of Intuit?
This role is a W-2 Seasonal role.

Would pay be direct deposit or paper check? How often paid?
Direct deposit is available, paid every two weeks

Can the season be cut short if there is low demand?
Our tax season runs from Jan – April.

I'm coming from self-employment with my own clients. With the current situations clients are harder to come by. How difficult will this transition be for someone like myself?
Our agents will be assisting only customers that utilize TurobTax and the transition would be on a case by case basis on how comfortable each agents feels being on video. Each agent will not be giving up their own clients.

I work for H&R Block as a part time Tax pro. They paid for my PTIN and have done my CE through them can I still work at Intuit?
Hi, unfortunately, our Agents cannot work with our competitors (ie H&R Block) during the same tax season.

Is there opportunity to get employment after the season?
Our roles are on a seasonal basis.

For the separate internet connection, when do we need to have that active in the interview process?
It must be available by the time you take the post-offer computer test.

Is there opportunity for FTE roles?
You are more than welcome to search our career site for a list of current openings; however, these tax roles are not FTE roles.

Am I able to change the locations during tax season?
We have agents that work in different locations during the tax season; and you would be required to successfully complete the internet speed test at either location.

How is compensation handled for the tax associate? Is it pure commission?
No, it is an hourly rate plus end of season bonus.

How much more do we make if we speak Spanish?
Your recruiter will be able to confirm bilingual pay rate once your Spanish has been verified.

Which category does IRS annual season program fall into?
You can find more information on that here

What is a PTIN? How do I get one? I’m a CPA, but I don’t have my PTIN should I apply for one?
It is your “Personal Tax Identification Number” from the IRS. You can apply for a PTIN by visiting here If you hired for either the Tax Associate or Tax Expert role, we will require an active PTIN.

Can you do the phone only?
Agents are not able to do phone only; our customers are the only ones that can turn off the video feature. But this role requires both phone and video.

I am Canadian. Are you hiring positons for Canadian tax consumers?
Yes we have tax roles for Canada.

Do we sign a non-compete contract?
No

Would your E&O insurance cover my personal clients?
No, it will just cover the TurboTax Live customers you assist.

Can we do this as an incorporated LLC rather than a W-2 employee of Intuit?
This role is solely a W2 for Intuit.

What about other languages than Spanish?
We welcome all other languages, however since we offer TurboTax in Spanish, we have a Spanish cue for callers.

Do you still have ProSeries? and can we work on that instead of TurboTax?
At this time, we do not have roles for ProSeries.

If you have other licenses that could help clients, can you suggest and service the clients? ex... life insurance, mortgage loans, real estate, etc..?
No we do not want our agents providing any other service to our TurboTax customers.

Hello, is it possible to work with TurboTax at the same time as QuickBooks Live?
Unfortunately, you are not able to work in both roles consecutively.

Is it possible to find out about the QBO Live team opportunity? Can you transfer easily to that position?
Hi...sure! If you are currently in the process, just let your Recruiter know so that you can get more details on the QBL team.

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Are there any entry level positions for Canadians (By entry level I mean 1 year)?
Unfortunately, not. All positions in Canada require our experts to have at least 3 years of paid tax prep experience with at least 150 returns processed each season.

Would you be considered for any role, if you are a CPA in Canada and do not have tax preparation experience?
Tax preparation experience is required.

Can you provide a range of compensation for the various positions, particularly in Canada?
We offer competitive rates based on your location of residence. We encourage you to please apply and a recruiter will contact you to discuss compensation further.

If someone has the accounting background but did not do any tax season, can they apply in Canada?
Unfortunately, previous tax preparation experience is a key requirement for this role.

If I am just learning about tax, can I apply for training or work here in Canada?
Our current positions require experts to have experience in Tax prep. We encourage you to consider us in the future!

In Canada, do you hire remote tax experts as contractors rather than employees?
All of our Experts are seasonal employees with Intuit.

How many tax expert roles are currently open in Canada? Can I refer my friends?
We currently are still seeking Bilingual Expert talent. All referrals are welcome!

When does the part-time tax season end?
In line with the tax season on April 30th.

What is the discount on ProSeries tax software?
Our Expert community is provided a copy of TurboTax for free in season.

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