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. You will 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 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.
Be a Proactive Community Ambassador – Cultivate a robust customer base for TurboTax by engaging prospects, nurturing leads, and organizing local events.
Educate and Communicate Confidently – Represent TurboTax in the local community, host learning events, and demystify taxes.
Build Relationships – Connect with people, demonstrate understanding of financial concerns, and build trust for multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Interact with customers in‑person and through video tools, addressing inquiries and overcoming tax challenges.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN).
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per 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.
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 taxation complexities.
Excited to engage with the local community and build Intuit’s presence through events and content.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work in a fast‑paced, independent environment 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 The Expected Base Pay Range for this position varies by location:
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 offered is based on factors such as job‑related knowledge, skills, experience, and work location.
#J-18808-Ljbffr
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. You will 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 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.
Be a Proactive Community Ambassador – Cultivate a robust customer base for TurboTax by engaging prospects, nurturing leads, and organizing local events.
Educate and Communicate Confidently – Represent TurboTax in the local community, host learning events, and demystify taxes.
Build Relationships – Connect with people, demonstrate understanding of financial concerns, and build trust for multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Interact with customers in‑person and through video tools, addressing inquiries and overcoming tax challenges.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN).
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per 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.
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 taxation complexities.
Excited to engage with the local community and build Intuit’s presence through events and content.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work in a fast‑paced, independent environment 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 The Expected Base Pay Range for this position varies by location:
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 offered is based on factors such as job‑related knowledge, skills, experience, and work location.
#J-18808-Ljbffr