Intuit
Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, San Diego, California, United States, 92189
1 day ago Be among the first 25 applicants
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 unique 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 Work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer’s unique situation, connect on a personal level, and serve as the go-to expert for clients ranging from simple W2 filings to complex business income, amendments, or investments.
Play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. 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. 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 – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Act as the local face of TurboTax, actively engage with new prospects, nurture leads, and convert them into long‑term clients through proactive outreach.
Educate and Communicate Confidently – Represent TurboTax in your local community with enthusiasm, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their 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, show professionalism, and show genuine interest in helping clients achieve their financial goals while interacting in‑person and through Intuit’s state‑of‑the‑art video communication tools.
Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN) as required 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 overcome the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community.
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.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
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.
Compensation 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 will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. Pay is based on factors such as job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
#J-18808-Ljbffr
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 unique 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 Work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer’s unique situation, connect on a personal level, and serve as the go-to expert for clients ranging from simple W2 filings to complex business income, amendments, or investments.
Play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. 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. 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 – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Act as the local face of TurboTax, actively engage with new prospects, nurture leads, and convert them into long‑term clients through proactive outreach.
Educate and Communicate Confidently – Represent TurboTax in your local community with enthusiasm, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their 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, show professionalism, and show genuine interest in helping clients achieve their financial goals while interacting in‑person and through Intuit’s state‑of‑the‑art video communication tools.
Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN) as required 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 overcome the complexities of taxation.
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community.
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.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
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.
Compensation 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 will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. Pay is based on factors such as job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing pay equity for employees.
#J-18808-Ljbffr