Join our virtual
Tax Expert Network

Become the face of TurboTax Live for our customers and use your skills to help set the new standard in online tax prep.

Earn more income.
Set flexible hours.
Work remotely.

  • Make extra money

    Earn an attractive hourly wage and be eligible for overtime during peak periods by working from home as a tax preparer

  • Design your schedule

    Being part of our virtual network allows you to create a 
flexible schedule to help balance your other commitments

  • Assist more customers with their taxes

    Help people file their own taxes and build trust by communicating through live video from your own workspace

  • Evolve your expertise

    Exchange knowledge with an industry-leading community of tax professionals and available resources on demand

You can make a
real difference

This is a seasonal, customer-facing job where you will work 
virtually side-by-side to help TurboTax customers with tax advice, return review & preparation, product inquiries, and tax calculations.

WHAT WE’RE LOOKING FOR:

  • EA (enrolled agent), CPA (certified public accountant), or practicing attorney

  • 3+ years experience preparing federal and state individual 1040 tax returns for clients

  • Extensive knowledge of tax laws

  • Tech savvy and has experience with tax preparation software

  • Bilingual communication a plus (English / Spanish)

WHAT OTHERS IN OUR TAX EXPERT NETWORK
ARE SAYING:

  • “We fill a gap in the service needs of customers who need a little guidance.”

    – Christy, EA in Pennsylvania with 7 years of experience

  • “I’m excited to be part of the next big thing at TurboTax!”

    – Kriss, EA in Florida with 30 years of experience

  • “It definitely makes me a better CPA, a lot faster, 
more confident… That’s the most valuable part.”

    – Irene, CPA in California with 17 years experience

Frequently Asked Questions

What kind of support will I be providing customers?

You'll be helping our customers do their own taxes by providing expert guidance, tax explanations, and advice so they can file confidently with TurboTax.

For example, many of our customers need help with reporting deductions, rental properties, etc., and you'll be the tax expert they turn to for advice and reassurance. In some cases you may prepare their return, sign, and file their taxes.

You'll also play an important role in our effort to enhance our brand by delighting our customers and empowering them to take control of their finances.


How will I be communicating with customers?

You'll be talking to them through a video call that relies on your landline phone and our SmartLook video technology.

During a typical call, a customer is signed into TurboTax, hears you through the phone, and sees you in a video (or SmartLook) window on their screen.

Before you take any calls, we walk you through detailed training for your role.


Where will I be working?

This is a remote position where you work virtually, so you can choose the best location that suits you. Most of our credentialed tax experts work at home in an area where they can handle calls privately.

Just because it's remote doesn't mean you'll ever be on your own. Every day, you'll work together with other tax experts to solve customers' problems and maybe grow your own expertise.


What equipment do I need for this position?

As a credentialed tax expert, you will be receiving an Intuit laptop, preloaded with all of the tools and systems you will need to help customers. You will also need a dedicated internet connection and landline phone.

For this role, it's common for tax experts to set up a home office or an area with a desk and chair where they can handle calls.


What equipment will Intuit provide?

In addition to the all-in-one laptop, we'll provide:
  • a video camera that you use for your video calls with customers
  • a backdrop (material that will serve as the background behind you during video calls)
  • and a VPN token


Will there be training available?

Yes, there will be thorough training on every aspect of the role, including:
  • detailed expectations for the role
  • the software you'll use to conduct video calls with customers
  • how to handle common situations and more.

It's online training and self-led, with consistent check-ins with managers. Most tax experts complete the training within 40 hours and will have 2-4 weeks to do so.

At any point, whether it's before, during, or after training, there will always be support available for you.


What shifts are available?

We are looking to cover operating hours from 5 a.m. to 9 p.m. PST. We are open 7 days a week. You'll be able to choose a schedule that best works for you, whether it's full-time, part-time, mornings, or even nights.


What does compensation look like?

You will be paid per hour. Pay is determined by regional location, assessment, interview, and years of experience. You are also eligible for a bonus paid out at the end of the season based upon performance. Performance depends on customer feedback, issue resolution, and completion of the assigned season.


What is the hiring process?
  • First of all, make sure your credentials (CPA, EA or JD) are current, active and in good standing.
  • Once you apply online, you will be contacted by a recruiter who will then complete a phone screen.
  • If you continue in the process, the recruiter will then email you an online assessment.
  • Once you pass the assessment, you will be contacted to set up additional phone interviews with the hiring manager. You will also be required to pass a background check.


Will Intuit provide E&O insurance? How will IRS correspondence be handled?

Intuit has you covered! We have the plans in place to ensure that if any common issues arise, we have your back.


For other specific questions about this program, contact joebaker@intuit.com

* Important Offer Details and Disclosures
  • TURBOTAX ONLINE/MOBILE

  • Try for Free/Pay When You File: TurboTax online and mobile pricing is based on your tax situation and varies by product. Absolute Zero $0 federal (forms 1040EZ/1040A) + $0 state limited time offer only available with TurboTax Free Edition; offer may change or end at any time without notice. Actual prices are determined at the time of print or e-file and are subject to change without notice. Savings and price comparisons based on anticipated price increase. Special discount offers may not be valid for mobile in-app purchases.
  • QuickBooks Self-Employed Offer with TurboTax Self-Employed and TurboTax Live for Extension Filers: To receive your complimentary subscription to QuickBooks Self-Employed through 10/31/19, you must pay for your 2017 TurboTax Self-Employed or TurboTax Live return between 4/18/18 and 10/15/18 and sign-in and access your QuickBooks Self-Employed account via mobile app or at https://selfemployed.intuit.com/turbotax at least twice by 12/31/18. You will have the option of renewing your QuickBooks Self-Employed subscription by 10/31/19 for another year at the then-current subscription rate. You may cancel your subscription at any time from within the QuickBooks Self-Employed billing section. See QuickBooks.com for price comparison. Offer not valid for existing QuickBooks Self-Employed subscribers already on a paid subscription.
  • Pays for itself (TurboTax Self-Employed): Estimates based on deductible business expenses calculated at the self-employment tax income rate (15.3%) for tax year 2017. Actual results will vary based on your tax situation.
  • Anytime, anywhere: Internet access required; standard data rates apply to download and use mobile app.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice.
  • TurboTax Help and Support: Access to a TurboTax specialist is included with TurboTax Deluxe, Premier, Self-Employed and TurboTax Live; not included with Free Edition (but is available as an upgrade). TurboTax specialists are available to provide general customer help and support using the TurboTax product. SmartLook on-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
  • Tax Advice, Expert Review and TurboTax Live: Access to tax advice and Expert Review (the ability to have a Tax Expert review and/or sign your tax return) is included with TurboTax Live or as an upgrade from another version, and available through October 15, 2018. These services are provided only by credentialed CPAs, EAs or tax attorneys. State tax advice is free. Some tax topics or situations may not be included as part of this service, which shall be determined in the tax expert’s sole discretion. In the event your return is reviewed by a tax expert and requires a significant level of tax advice or actual preparation, the tax expert may be required to sign your return as the preparer at which point they will assume primary responsibility for the preparation of your return. Expert Review [and TurboTax Live] not available on the TurboTax mobile app or when using a web browser on your mobile phone. On-screen help is available on a PC, laptop or the TurboTax mobile app. Service, area of expertise, experience levels, wait times, hours of operation and availability vary, and are subject to restriction and change without notice.
  • Tax Return Access and My Docs features: Included with TurboTax Deluxe, Premier, Self-Employed, TurboTax Live or with PLUS benefits. Access to all tax-related documents we have on file for you is available through 10/31/2019. Terms and conditions may vary and are subject to change without notice.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
  • Most Popular: TurboTax Deluxe is our most popular product among TurboTax Online users with more complex tax situations.
  • CompleteCheck: Covered under the TurboTax accurate calculations and maximum refund guarantees.
  • #1 rated online tax prep provider: Based on independent comparison of the best online tax software by TopTenReviews.com March 13, 2017.
  • Get tips based on your tax and credit data to help get you to where you want to be: Tax and credit data accessed upon your consent.
  • TURBOTAX CD/DOWNLOAD SOFTWARE

  • TurboTax CD/Download products: Price includes tax preparation and printing of federal tax returns and free federal e-file of up to 5 federal tax returns. Additional fees apply for e-filing state returns. E-file fees do not apply to New York state returns. Savings and price comparison based on anticipated price increase. Prices subject to change without notice.
  • Fastest refund possible: Fastest tax refund with e-file and direct deposit; tax refund time frames will vary.
  • Pay for TurboTax out of your federal refund: A $X.XX Refund Processing Service fee applies to this payment method. Prices are subject to change without notice. This benefit is available with TurboTax Federal products except TurboTax Business.
  • About our TurboTax Product Experts: Customer service and product support vary by time of year.
  • About our credentialed tax experts: Live tax advice via phone is included with Premier and Home & Business; fees apply for Basic and Deluxe customers. State tax advice is free. Service, experience levels, hours of operation and availability vary, and are subject to restriction and change without notice. Not available for TurboTax Business customers.
  • #1 best-selling tax software: Based on aggregated sales data for all tax year 2016 TurboTax products.
  • Data Import: Imports financial data from participating companies; may require a free Intuit online account. Quicken and QuickBooks import not available with TurboTax installed on a Mac. Imports from Quicken (2016 and higher) and QuickBooks Desktop (2012 and higher); both Windows only. Quicken import not available for TurboTax Business. Quicken products provided by Quicken Inc., Quicken import subject to change.