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 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 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 leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your 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.
Be a Proactive Community Ambassador – Build a robust customer base for TurboTax as the local face of the brand. Engage with prospects, nurture leads, convert them into long‑term clients, and organize local events with TurboTax support.
Educate and Communicate Confidently – Represent TurboTax proudly in the community, host learning events, participate in local marketing, and demystify taxes to make them accessible.
Build Relationships – Connect with people, understand and respect their financial concerns, and build long‑term trust that turns one‑time transactions into loyal relationships.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interact via in‑person and video tools, and address client inquiries while helping them overcome tax‑related 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 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 (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. IsExpired false
#J-18808-Ljbffr
“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 leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your 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.
Be a Proactive Community Ambassador – Build a robust customer base for TurboTax as the local face of the brand. Engage with prospects, nurture leads, convert them into long‑term clients, and organize local events with TurboTax support.
Educate and Communicate Confidently – Represent TurboTax proudly in the community, host learning events, participate in local marketing, and demystify taxes to make them accessible.
Build Relationships – Connect with people, understand and respect their financial concerns, and build long‑term trust that turns one‑time transactions into loyal relationships.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interact via in‑person and video tools, and address client inquiries while helping them overcome tax‑related 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 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 (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. IsExpired false
#J-18808-Ljbffr