Intuit
Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, Pinnacle, North Carolina, United States, 27043
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will provide full service tax return preparation, tax advice, calculations, and software/product support. What You’ll Do
Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax, serve as the local face of TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support to foster customer engagement. Educate and Communicate Confidently - Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding of financial concerns, and build long-term trust to create loyal, multi-year relationships. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve financial goals; interact with customers in-person and via Intuit’s video tools; address client inquiries and help overcome tax-related challenges. Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active PTIN as required by law to file taxes. Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content for the community in accordance with Intuit’s policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills
Passionate about empowering customers and helping them overcome taxation complexities. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Strong verbal and written communication skills; ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements
Must reside within the United States. Must possess or be able to obtain related state licenses, certificates, permits, or bonds. Compensation: Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay ranges vary by location, for example: Bay Area California $30.60 - $36.10; Southern California $30.60 - $36.10; Colorado $29.20 - $34.50; Hawaii $30.60 - $36.10; Illinois $29.20 - $34.50; Maryland $29.20 - $34.50; Massachusetts $30.60 - $36.10; Minnesota $26.20 - $30.90; New Jersey $30.60 - $36.10; New York $30.60 - $36.10; Ohio $26.20 - $30.90; Vermont $29.20 - $34.50; Washington $30.60 - $36.10; Washington DC $29.20 - $34.50. Pay may include bonus, equity, and benefits per applicable plans. Pay offered is based on factors such as job-related knowledge, skills, experience, and location.
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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. You will provide full service tax return preparation, tax advice, calculations, and software/product support. What You’ll Do
Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax, serve as the local face of TurboTax, engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support to foster customer engagement. Educate and Communicate Confidently - Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable. Build Relationships - Connect with people, demonstrate understanding of financial concerns, and build long-term trust to create loyal, multi-year relationships. Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve financial goals; interact with customers in-person and via Intuit’s video tools; address client inquiries and help overcome tax-related challenges. Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active PTIN as required by law to file taxes. Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230 Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content for the community in accordance with Intuit’s policies Bilingual (English/Spanish) communication skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills
Passionate about empowering customers and helping them overcome taxation complexities. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service skills, high empathy, and a friendly, professional demeanor. Strong verbal and written communication skills; ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Additional Requirements
Must reside within the United States. Must possess or be able to obtain related state licenses, certificates, permits, or bonds. Compensation: Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay ranges vary by location, for example: Bay Area California $30.60 - $36.10; Southern California $30.60 - $36.10; Colorado $29.20 - $34.50; Hawaii $30.60 - $36.10; Illinois $29.20 - $34.50; Maryland $29.20 - $34.50; Massachusetts $30.60 - $36.10; Minnesota $26.20 - $30.90; New Jersey $30.60 - $36.10; New York $30.60 - $36.10; Ohio $26.20 - $30.90; Vermont $29.20 - $34.50; Washington $30.60 - $36.10; Washington DC $29.20 - $34.50. Pay may include bonus, equity, and benefits per applicable plans. Pay offered is based on factors such as job-related knowledge, skills, experience, and location.
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