Hey there, tax enthusiasts! I’ve received quite a few questions about how I landed my role as a TurboTax Associate. So, let’s dive into my journey to becoming part of this incredible team.
First things first, gaining experience was key. I began by working as a contractor with Working Solutions, setting my own schedule to work for TurboTax. The essentials for this gig were a personal computer, a collared shirt (professional attire, check!), and a webcam they sent me in the mail.
After securing the position, proving my readiness, and setting my schedule, I underwent an intensive two to three weeks of training. It covered various tax aspects through self-paced modules, leading to a soft production phase where we answered calls as a group.
Entering the production phase, I had the option to handle chats, webcam interactions, or a mix of both—I managed to excel in both realms. Having prior experience in a tax office and utilizing ChatGPT, yes, I confess, I used it for crafting a tailored resume! ChatGPT helped me align my resume perfectly with the job description.
Now, here’s a little secret between us: ChatGPT also assisted me in preparing for the Tax Associate quiz and offered insights into interview topics. Pro tip: TurboTax’s self-paced modules are gold for test preparation.
Once I passed the test, TurboTax sent equipment and the next steps were updating the W-9 and ensuring accurate details for the job setup, including high-speed internet.
If you’re eyeing a TurboTax Associate position, I’ve got your back. Check the link below for the application and shoot me a message for any assistance you need. Remember, ChatGPT can be a powerful ally in your journey to becoming a TurboTax Associate.
Best of luck on your tax-tastic adventure!
Jade Williams, PMP