Grab Bag
Is taking time off allowed in April? How do missed shifts impact the bonus?
No. Missed shifts negatively impact the bonus.
Can a candidate obtain a CTEC license/registration after they've started?
No, all special state licenses/registrations must be provided to the team no later than 3 weeks before the start date.
What role is replacing the “Hybrid” role from last season?
Integrated Role - Biz Tax and Consumer
What are the new/modified KnockOut questions?
Must be willing to submit to a Background Check
Personal Tax Prep Expert/Associate - Must be willing and able to sign-off on tax returns
How many days are we reaching out this season for HV follow up?
30 instead of 45! (InTaxables special, despite what trainings say)
April Peak: When does April peak start? What are the hours and maximum weekly hours?
April 6th - 15th
Hours: 5 am-9 pm PT (7 days)
35 hours minimum, 40 hours maximum
If I have a license/bond through my previous employer, does that fulfill the requirement?
No, unless the license and/or bond is registered in your name, Intuit cannot accept it.
T or F: TA cohorts have different pay than regular TA
False - they have the same pay and the same bonus
What is now optional for you to add during the Phone Screen? Why are we collecting this?
Resume or LinkedIn- If thorough documentation is not provided complete the employment history section in detail
Why: To validate or gather more job history/information from candidates.
Your candidate qualifies for both Biz-Tax and Consumer and wants to interview for the Integrated role. What are your next steps?
Confirm qualifications: 3+ years of biz tax experience/20+ 1065 or 1120s returns a year
Submit Slack WF
Name three seasonal employee benefits besides pay.
401K matching
Accrual of sick time
Product discounts
Does Intuit reimburse for any special state exam or registration fees?
Rehires are eligible for reimbursement if the credential was obtained/renewed within 9 months of their employment.
New Hires are eligible for reimbursement if the credential was obtained/renewed while employed by Intuit and after they hit their 45 day mark of employment.
What are the 4 Tax Associate Cohorts? (Do not tell candidates they are in a cohort. If they pass the HV, they will be offered a regular TA role)
TA: 2 Years Unpaid/30 returns (Friends & Family)
TA: 2 Years Paid/15 returns
TA: 1 Year paid/30 returns (Direct to IA first, if they decline, send them to HV)
TA: Tax Experience/Volunteer (IRS, VITA/Volunteer, Tax Manager, Tax Standards)
If a candidate does not qualify for any DE roles/Cohorts, what would the process be to refer them to Intuit Academy?
Encourage them to take IA for the learning experience, but do not tell them it will guarantee them a job (it's a possibility!)
Must be dispositioned with the reasoning “Interested in IA”
Submit IA Slack WF
3D recruiters will take over
As of 5/27/2025: will you be seeing Tax Associates and Tax Experts coming into your funnel?
No, there is currently an error with the lead form. Everyone is coming in as Tax Associates, be aware when asking about credentials. Double check & go slow: make sure to change the role in the dropdown at the bottom, before passing the PS.
How is pay determined? What affects the end-of-season bonus?
Pay is based on the state of residence/their role.
Bonus factors: customer feedback, issue resolution, peak hours worked, season completion.
How many special states are there for Tax Associates, and what are they?
There are 6 special states for Tax Associates, and they are: California, Connecticut, Maryland, Nevada, New York, and Oregon.
What are the requirements to be considered for the Mobility TA role?
2 yrs paid tax prep experience/30+ returns
PTIN
Certification: QuickBooks, Proadvisor (Basic or Advanced) - Valid & Renewed Yearly
What are the new/modified questions on the PS?
Does the candidate understand bookkeeping principles AND currently hold a QuickBooks Level 1 or Level 2 certification?
Currently work at:
Upload resume or attach your LinkedIn profile
If someone failed a HV in February 2025 on a tax season 2024 req?
No more 6 month waiting period - everyone starts with a clean slate on a 2025 req.
What is SmartLook? Is video required? Dress code?
SmartLook is a tool that allows agents to use video and screen sharing to assist customers.
Yes, agents will be on video most of the time during their scheduled shifts.
Dress code: Dress shirts with a collar and sleeves, and no logos. Business Casual.
How many special states are there for Tax Experts, and what are they?
There are 13 special states for Tax Experts, and they are: Alabama, California, Connecticut, Georgia, Hawaii, Illinois, Kansas, Mississippi, Nebraska, North Carolina, Ohio, Oklahoma, Oregon, and for State Mismatch situations.
What are the requirements to be considered for the Mobility TE role?
2 yrs paid tax prep experience/30+ returns
PTIN
Certification: QuickBooks, Proadvisor (Basic or Advanced) - Valid & Renewed Yearly
Valid & active credentials (CPA, EA, PA)
What should you ALWAYS check in 2.0 when a candidate completes their own PS & appears in your Interview funnel?
Job history: They can bypass this in 2.0 if a resume is uploaded. Look at the resume, make sure there’s good tax experience info in there & leave a note for the HV team that says “resume attached”
If resume is NOT good and No Job History filled: Follow up with candidate to retrieve this info & make notes in 2.0 for the HV team so they know you’re reaching out or upload a separate document naming it “Updated job history”.
What is the process for mobility candidates?
Candidate passes PS and states they received a quickbooks or proadvisor certificate →
Candidate passes consumer HV →
Candidate recommended to Mobility role by BU → Leadership will update recruiter →
Recruiter will open a NEW Mobility WF - Skip PS and send HV →
Encourage candidate to accept consumer offer and complete mobility HV