Intuit
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.” About The Role: 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. Your ability to understand each customer’s situation and connect with them personally is key to alleviating stress when tackling taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex scenarios like business income, amendments, or investments, acting as the go-to expert for clients. You will also contribute to growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax provides a straightforward playbook, essential tools, and dedicated support to facilitate success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax. Serve as the local face of TurboTax, engaging with prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events with support from TurboTax to create engagement opportunities. Educate and Communicate Confidently - Represent TurboTax in the local community. Host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible. Build Relationships - Connect with people, demonstrate understanding and sensitivity to financial concerns, and build long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing inquiries and helping overcome tax challenges. Who You Are Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more 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 and resources for your 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 navigate taxation complexities. Community-oriented with a mindset to engage with and build Intuit’s presence locally (e.g., speaking at events, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. Willing to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing. 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 any related State licenses, certificates, permits, or bonds. Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is: 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. This position may be eligible for bonuses, equity rewards and benefits, in accordance with applicable plans. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity comparisons across ethnicity and gender. Seniorities & Employment Seniority level: Associate Employment type: Part-time
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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.” About The Role: 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. Your ability to understand each customer’s situation and connect with them personally is key to alleviating stress when tackling taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex scenarios like business income, amendments, or investments, acting as the go-to expert for clients. You will also contribute to growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax provides a straightforward playbook, essential tools, and dedicated support to facilitate success. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. 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. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax. Serve as the local face of TurboTax, engaging with prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events with support from TurboTax to create engagement opportunities. Educate and Communicate Confidently - Represent TurboTax in the local community. Host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible. Build Relationships - Connect with people, demonstrate understanding and sensitivity to financial concerns, and build long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Deliver a Best in Class Customer Experience - Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools, addressing inquiries and helping overcome tax challenges. Who You Are Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. Minimum of 2 years of paid experience filing 30 or more 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 and resources for your 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 navigate taxation complexities. Community-oriented with a mindset to engage with and build Intuit’s presence locally (e.g., speaking at events, creating content such as tax tips and educational videos). Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, high empathy, and a friendly, professional demeanor. Willing to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing. 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 any related State licenses, certificates, permits, or bonds. Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is: 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. This position may be eligible for bonuses, equity rewards and benefits, in accordance with applicable plans. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity comparisons across ethnicity and gender. Seniorities & Employment Seniority level: Associate Employment type: Part-time
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