Back to Basics
To qualify for a Tax Expert role, you need which credential? What do the abbreviations stand for? (3 possible answers each)
CPA (Certified Public Accountant)
EA (Enrolled Agent)
PA (Practicing Attorney)
(Would recommend getting in the habit of saying the full titles on the phone, some people are confused about the abbreviations, especially for PA)
Your candidate states her offer letter link isn’t working. What do you do and who do you reach out to?
Ask your TAC to resend the OL. Provide the Name and ID, and say “Thank you” :)
What is considered Post VOA?
As soon as the “accepted” button is clicked. Anything after that needs changing, you submit a smart sheet.
Reasons to submit a SS: Offer Rescind, Candidate Withdraw, SD Change, Pay Rate Change, State/Location Change, Role Change, Role & SD Change, Other - Recruiting Process/System Reason
A TA rehire states they’ve earned their EA license and wants a TE offer. What do you do?
Step by step:
1. Have rehire email YOU the EA card
2. YOU forward the EA card to Rebeca Ortega
3. Submit the Rehire-TA obtained credentials slack wf
4. Wait for approval
5. If approved, reach out to TAM/Lead for next steps
6. Once TE 2025 wf is created, move forward with processing the offer
7. If NOT approved, candidate cannot move forward with TE role.
How many outreach attempts should a recruiter make starting this month?
1 outreach attempt per week
What does VEP stand for? Do our rehires currently have access to it?
Virtual Export Portal - no, only available to experts currently working with Intuit, they do not have access anymore
Your candidate is having trouble with their I-9 form. Who can help with this?
CX
A candidate who is in “Hired” on 2.0. Reaches out requesting more pay. $.75 was given. What do you do next?
Submit a smart sheet and recruiter approved pay slack workflow. Allow 24-48 hours for a new OL to be sent
A TPA wants to uplevel to a TA. What pathways can you offer?
TPA candidate has successfully completed 2 yrs of experience & 30+ returns in the last season?
If yes, Candidate qualifies to interview for the Tax Associate Role
If NOT Refer candidate to IA & continue to process their TPA offer
TPA candidate has less than 2 yrs of experience & 30+ returns in the last season? Do they have a Tax Preparation (Badge/Exam?) ?
If Yes, Candidate qualifies to interview for the Tax Specialist Role
If NOT Refer candidate to IA & continue to process their TPA offer
When will a candidate need to initiate their BI?
120 days prior to their start date via email from HireRight
What does IEP stand for? Do our rehires currently have access to it?
Intuit Export Portal - yes, if they are Hired
A candidate is wondering why she cannot put her schedule in on IEP. Who should your candidate reach out to?
CX
A candidate with a March 7th, 2025 start date reaches out asking about their offer. What should you do?
PAUSE. We cannot process any March 2025 start dates candidates until approval is given.
A TA rehire candidate has not signed his Offer Letter yet, because he was expecting an offer for the Select-time TA role instead. What do you advise him?
Let the candidate know that the application window for that role has closed, and if he did apply, the specialty recruiting team will be reaching out when they start their interview process. (we do not currently have a timeline on when they will start.)
Encourage the candidate to sign the offer as is to lock in his SD and role. It will be easier to transfer his SD if he were to start as a Select-time TA.
In which tab can you find if a candidate filled their rehire questionnaire?
“Other details” tab
What 2 start dates are Tax Specialists being offered?
12/05 (if approved ahead of time)
12/12 (if in VO stage)
A candidate lives in a special state and needs assistance with renewing her credentials/license. Who can help her?
TAC
A candidate currently lives in Milwaukee, Wisconsin but is moving to Racine, Wisconsin by the end of the year. What do you do?
Accept the offer as is. Let the candidate know to reach out to you once a new address has been identified so you can update the TAC.
What are your next steps if a TA mentions they earned their CPA license?
Complete the Rehire-TA Obtained slack wf
Wait for approval
YES: Reach out to TAM/Lead for next steps
No: Candidate is not qualified for TE role
What should you NOT do after a Verbal Offer is Accepted?
Edit in 2.0 - Submit a SS or reach out to your TAC for any updates/changes
Which start date is available if a candidate wants to switch their original start date?
1/9/2026: Cannot move to an earlier start date
A candidate is having issues with her candidate portal log in. Who can help?
TAC or direct her to hiring_experts@intuit.com
It is August 2025 and a candidate has not been responsive to your outreach attempts. What are your next steps?
Reach out to TAM/Lead for deactivation approval
A Tax Specialist in the VO stage mentions wanting more pay and moving to a TA role. What do you do?
If YES, the candidate qualifies to interview for the TA role.
If NO, inform the candidate of the minimum requirement.
Who do you reach out to if a rehire states they applied for SelectTime?
Right now we are not hiring for SelectTime. Advise rehires that the appropriate recruiting team will be reaching out when they start the hiring process.
If the hiring process has already started and rehires have not heard anything, escalate to Vitaly and Kristy.