Intuit Tax Specialist

About Education at Work

Education At Work (E@W) enables students from traditionally underserved communities to secure a high-quality post-graduation job through evidence-informed work-based learning programs. E@W aims to equip students with the high-value skills and experiences sought in the professional world by offering meaningful work opportunities.  

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 dynamic Tax Specialists. E@W is hiring students supporting Intuit as Seasonal Tax Specialists for the upcoming tax season. 

Although you will be an employee of E@W, you will be interacting with customers as a voice of Intuit. You must possess excellent written and verbal communication skills, a desire to learn, and enthusiasm for delighting customers.

In addition to gaining technical skills as a Tax Specialist, customer support is a rich source of professional development, and 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 business and careers in the tax and accounting field. This collaboration, rooted in a shared mission to create college-to-career pathways, offers significant advantages. E@W's flexible work schedules designed to accommodate students' academic commitments, competitive wages, industry experience, and tuition assistance, combined with Intuit's expertise and resources, provide 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.

• 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.

• 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.
• Must have (or be willing to obtain) a dedicated hardwired internet connection that meets Intuit Security criteria.
•  Bilingual (English/Spanish) communication skills (written & spoken) a plus.
•  Must reside in the United States.

• 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).

• 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.

• 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

• Maintain PCI Compliant workspace to protect sensitive data. 
• Must have (or be able to obtain) an Ethernet connection (not WiFi). 

• This position is seasonal, running from October to April. Students who meet performance standards will be invited back for the next tax season. 
• E@W is NOT considered an On-Campus Employer and cannot accept CPT/OPT sponsorships. 

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.

Salary : $20