Intuit
Overview
Intuit is seeking TurboTax Live Seasonal Local Service Experts in new TurboTax locations across the United States on a seasonal basis. This role 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 be a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About The Role
On-site at a TurboTax location, you will serve customers in-person and virtually using Intuit TurboTax products. You will provide full service tax return preparation, tax advice, calculations, and software/product support. You will connect with each customer’s unique situation to alleviate stress during tax season. You may handle simple W2 filings, life events, or more complex scenarios like business income, amendments, or investments. You will also help grow TurboTax’s client base locally, establishing long-term relationships and driving customer loyalty. TurboTax will provide a playbook, tools, and dedicated support. This role is nonexempt and requires onsite presence in the United States on a seasonal basis. What You’ll Do
Provide Tax Expertise - Hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations (personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in everyday language. Be a Proactive Community Ambassador - Cultivate a local customer base for TurboTax, act as the local face, engage with prospects, nurture leads, and convert them into long-term clients through outreach. Organize local events with TurboTax support. Educate and Communicate Confidently - Represent TurboTax in the local community, host learning events, participate in local marketing, and demystify taxes to be accessible. Build Relationships - Connect with people with empathy and build long-term trust. Deliver a Best in Class Customer Experience - Provide exceptional service, professionalism, and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools and address inquiries. Who You Are
Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws. Active PTIN to file taxes. Minimum 2 years of paid experience filing 30+ federal/state 1040s per season using professional software. Familiarity with Circular 230 Willing to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building local and online presence as a TurboTax Expert, creating accessible tax-related content per Intuit policies Bilingual English/Spanish a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills
Passionate about empowering customers and helping them navigate taxation. Community-focused with desire to engage and build Intuit’s presence locally, including events and content creation. Entrepreneurial and self-driven with a business ownership mindset to grow your client portfolio. Exceptional customer service, empathy, and professional demeanor. Willing to be featured 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, tax software, and CRM/sales tools. Additional Requirements
Must reside within the United States. Must possess or be able to obtain related state licenses, certificates, permits, or bonds. Compensation: Intuit provides a competitive pay-for-performance package. Base pay ranges by location as follows: Bay Area CA $30.60-$36.10; Southern CA $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. Pay may include bonuses, equity, and benefits per applicable plans. Pay offers based on job-related factors and location. Intuit conducts regular pay equity reviews.
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Intuit is seeking TurboTax Live Seasonal Local Service Experts in new TurboTax locations across the United States on a seasonal basis. This role 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 be a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” About The Role
On-site at a TurboTax location, you will serve customers in-person and virtually using Intuit TurboTax products. You will provide full service tax return preparation, tax advice, calculations, and software/product support. You will connect with each customer’s unique situation to alleviate stress during tax season. You may handle simple W2 filings, life events, or more complex scenarios like business income, amendments, or investments. You will also help grow TurboTax’s client base locally, establishing long-term relationships and driving customer loyalty. TurboTax will provide a playbook, tools, and dedicated support. This role is nonexempt and requires onsite presence in the United States on a seasonal basis. What You’ll Do
Provide Tax Expertise - Hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations (personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice. Use government resources, professional tools, and team expertise to deliver accurate tax solutions in everyday language. Be a Proactive Community Ambassador - Cultivate a local customer base for TurboTax, act as the local face, engage with prospects, nurture leads, and convert them into long-term clients through outreach. Organize local events with TurboTax support. Educate and Communicate Confidently - Represent TurboTax in the local community, host learning events, participate in local marketing, and demystify taxes to be accessible. Build Relationships - Connect with people with empathy and build long-term trust. Deliver a Best in Class Customer Experience - Provide exceptional service, professionalism, and help clients achieve financial goals. Interact with customers in-person and via Intuit’s video tools and address inquiries. Who You Are
Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws. Active PTIN to file taxes. Minimum 2 years of paid experience filing 30+ federal/state 1040s per season using professional software. Familiarity with Circular 230 Willing to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location Interest in building local and online presence as a TurboTax Expert, creating accessible tax-related content per Intuit policies Bilingual English/Spanish a plus Experience in holistic tax advisory services beyond tax filing Attributes & Skills
Passionate about empowering customers and helping them navigate taxation. Community-focused with desire to engage and build Intuit’s presence locally, including events and content creation. Entrepreneurial and self-driven with a business ownership mindset to grow your client portfolio. Exceptional customer service, empathy, and professional demeanor. Willing to be featured 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, tax software, and CRM/sales tools. Additional Requirements
Must reside within the United States. Must possess or be able to obtain related state licenses, certificates, permits, or bonds. Compensation: Intuit provides a competitive pay-for-performance package. Base pay ranges by location as follows: Bay Area CA $30.60-$36.10; Southern CA $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. Pay may include bonuses, equity, and benefits per applicable plans. Pay offers based on job-related factors and location. Intuit conducts regular pay equity reviews.
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