Referral Time! TurboTax Live Experienced Tax Expert Referral Form

We are looking for qualified people like you, professional tax experts with proven expertise, to join our growing team. Earn a $1,000 spotlight gift card*. You will receive the referral reward if your referral is hired, you meet the eligibility requirements, and you are an active employee when the reward is issued.

Submit your referral name and contact information, indicate their experience level and we’ll take it from there. To ensure the integrity of our referral process, we ask that you only refer people you know personally as colleagues and who you believe will excel in this role. We will evaluate your referral's skills and qualifications against current and future opportunities at Intuit. You will not receive application status updates to protect your referral's privacy.

• Tax Expert candidates must have at least 2 years of professional paid tax preparation experience and have prepared a minimum of 30 tax returns per tax season as well as one of the following active credentials:
  • Enrolled Agent (EA)
  • Certified Public Accountant (CPA)
  • Practicing Tax Attorney
• Tax Associate candidates must have at least 2 years of professional paid tax preparation experience and have prepared a minimum of 30 tax returns per tax season.
• Business Tax Expert candidates: minimum of 3 + seasons of paid Tax Preparation experience preparing federal and state business tax return (1065 and/or 1120-S) for at least 20 clients/customers per season required. Most have one of the following credentials:
  • Enrolled Agent (EA)
  • Certified Public Accountant (CPA)
  • Practicing Tax Attorney
• Business Tax Associate candidates: minimum of 3 + seasons of paid Tax Preparation experience preparing federal and state business tax return (1065 and/or 1120-S) for at least 20 clients/customers per season required.

In addition, candidates for all Business Tax roles must possess strong bookkeeping or accounting knowledge to ensure the accuracy of financial records and compliance with tax laws.

Tips for a successful referral:


1. Identify Qualified Colleagues: Identify known colleagues in your network who you trust and who meet the qualifications for the role.
2. Verify Their Qualifications: Confirm with your colleague to ensure they meet the qualifications we require for the role.
3. Maintain Referral Integrity: Only refer someone if you have firsthand experience of their skills and qualifications. Do not refer tax professionals from LinkedIn or another professional organization without having personal knowledge of them.
4. Let Your Referral Know: Inform your colleague that we'll be in touch and give them the opportunity to prepare for the interaction.
5. Program Specifics: To prevent any confusion, ensure that all referrals you submit meet the necessary qualifications. Please grant us time to reach out to them and prevent submitting duplicate referrals for the same candidate. These guidelines facilitate a seamless referral process that benefits all parties involved. You will receive the referral reward if your referral is hired, you meet the eligibility requirements, and you are an active employee when the reward is issued.

Thank you for your help in building our team of top-notch TurboTax Live Experts!