Intuit
Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, Raleigh, North Carolina, United States, 27601
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in 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. 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. Your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 – Cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create customer 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 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, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both 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 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 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 the complexities of taxation. Passionate about the local community and excited to work with Intuit to engage with and build Intuit’s presence in the community. Entrepreneurial and self‑driven with a business ownership mindset to grow the 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 any related State licenses, certificates, permits, or bonds. Compensation
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. 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 Intuit is an Equal Opportunity Employer. All qualified applicants will receive consideration.
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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in 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. 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. Your ability to demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. 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 – Cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create customer 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 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, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both 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 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 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 the complexities of taxation. Passionate about the local community and excited to work with Intuit to engage with and build Intuit’s presence in the community. Entrepreneurial and self‑driven with a business ownership mindset to grow the 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 any related State licenses, certificates, permits, or bonds. Compensation
This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. 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 Intuit is an Equal Opportunity Employer. All qualified applicants will receive consideration.
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