Intuit
Tax Expert - Local, Intuit
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.
Overview 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. 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. Whether assisting with simple W-2 filings, navigating life events, or handling more complex tax scenarios, 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis, with a minimum of 24 hours per week.
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).
Be a Proactive Community Ambassador – Cultivate a robust customer base for TurboTax, serving as the local face, nurturing leads, and converting prospects into long‑term clients through proactive outreach and local events.
Educate and Communicate Confidently – Represent TurboTax in the local community, host engaging learning events, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the 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, interacting both in‑person and through Intuit’s 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).
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 of at least 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.
Ability to obtain or possess any related state licenses, certificates, permits, or bonds.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Strong verbal and written communication skills.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Proficient with technology, including tax preparation software and CRM/sales tools.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Additional Requirements
Must reside within the United States.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Compensation & Benefits 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. #J-18808-Ljbffr
Overview 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. 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. Whether assisting with simple W-2 filings, navigating life events, or handling more complex tax scenarios, 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. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis, with a minimum of 24 hours per week.
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).
Be a Proactive Community Ambassador – Cultivate a robust customer base for TurboTax, serving as the local face, nurturing leads, and converting prospects into long‑term clients through proactive outreach and local events.
Educate and Communicate Confidently – Represent TurboTax in the local community, host engaging learning events, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the 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, interacting both in‑person and through Intuit’s 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).
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 of at least 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.
Ability to obtain or possess any related state licenses, certificates, permits, or bonds.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Strong verbal and written communication skills.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
Proficient with technology, including tax preparation software and CRM/sales tools.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Additional Requirements
Must reside within the United States.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Compensation & Benefits 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. #J-18808-Ljbffr