Intuit
Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, Orchard Grove Village Park, New York, United States
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.” 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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in plain language. Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax, act as the local face of TurboTax, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support to create engagement opportunities. 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. Build Relationships - Connect with people, understand financial concerns, and build long-term trust that turns transactions into ongoing relationships. Deliver a Best-in-Class Customer Experience - Provide professional, empathetic service and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing tax-related challenges. Who You Are
Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws. Active Preparer Tax Identification Number (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 software. Familiarity with Circular 230 Willing and able 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 in line with Intuit’s policies Bilingual (English/Spanish) skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills
Passionate about empowering customers and helping them navigate taxation Entrepreneurial, self-driven, with a business ownership mindset to grow your customer portfolio Exceptional customer service, empathy, and professional demeanor Willing to be showcased in marketing efforts Strong verbal and written communication Ability to work in a fast-paced environment independently while managing priorities Proficient with technology, including tax software and CRM tools Additional Requirements
Must reside within the United States Must possess or be able to obtain related state licenses, certificates, permits, or bonds Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay range varies by location, for example: Bay Area CA $30.60 - $36.10, Southern CA $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. This position is eligible for cash bonus, equity rewards, and benefits in accordance with applicable plans. Pay is based on knowledge, skills, experience, and location. Intuit conducts regular pay equity reviews.
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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.” 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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in plain language. Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax, act as the local face of TurboTax, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support to create engagement opportunities. 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. Build Relationships - Connect with people, understand financial concerns, and build long-term trust that turns transactions into ongoing relationships. Deliver a Best-in-Class Customer Experience - Provide professional, empathetic service and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing tax-related challenges. Who You Are
Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws. Active Preparer Tax Identification Number (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 software. Familiarity with Circular 230 Willing and able 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 in line with Intuit’s policies Bilingual (English/Spanish) skills are a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills
Passionate about empowering customers and helping them navigate taxation Entrepreneurial, self-driven, with a business ownership mindset to grow your customer portfolio Exceptional customer service, empathy, and professional demeanor Willing to be showcased in marketing efforts Strong verbal and written communication Ability to work in a fast-paced environment independently while managing priorities Proficient with technology, including tax software and CRM tools Additional Requirements
Must reside within the United States Must possess or be able to obtain related state licenses, certificates, permits, or bonds Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay range varies by location, for example: Bay Area CA $30.60 - $36.10, Southern CA $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. This position is eligible for cash bonus, equity rewards, and benefits in accordance with applicable plans. Pay is based on knowledge, skills, experience, and location. Intuit conducts regular pay equity reviews.
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