Intuit
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
Intuit, Bakersfield, California, United States, 93399
Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required
Join to apply for the Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required role at Intuit.
Overview Intuit is seeking motivated individuals to join our team as TurboTax Live Seasonal Local Service Experts in new TurboTax locations across the United States on a seasonal basis. This 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.”
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 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 clear language.
Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax, serve as the local face, engage with prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support.
Educate and Communicate Confidently - Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships - Develop trust and connect with people, turning transactions into long-term relationships.
Deliver a Best in Class Customer Experience - Provide exceptional service, address client inquiries, and help clients achieve financial goals through in-person and virtual interactions using Intuit tools.
Who You Are
Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
Active PTIN as required by law to file taxes.
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season using professional software.
Familiarity with Circular 230
Willing and able 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 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 and entrepreneurial with a drive to grow your local presence.
Strong customer service, empathy, and professionalism.
Willing to be featured in marketing efforts as a TurboTax Live - Seasonal Local Service Expert.
Strong verbal and written communication skills.
Ability to work independently in a fast-paced environment 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.
Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay ranges vary by location:
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
Next Steps Referrals increase your chances of interviewing at Intuit. Get notified about new Tax Specialist jobs in Bakersfield, CA.
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Overview Intuit is seeking motivated individuals to join our team as TurboTax Live Seasonal Local Service Experts in new TurboTax locations across the United States on a seasonal basis. This 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.”
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 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 clear language.
Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax, serve as the local face, engage with prospects, nurture leads, and convert them into long-term clients through proactive outreach. Organize local events with TurboTax support.
Educate and Communicate Confidently - Represent TurboTax in the local community, host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships - Develop trust and connect with people, turning transactions into long-term relationships.
Deliver a Best in Class Customer Experience - Provide exceptional service, address client inquiries, and help clients achieve financial goals through in-person and virtual interactions using Intuit tools.
Who You Are
Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
Active PTIN as required by law to file taxes.
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season using professional software.
Familiarity with Circular 230
Willing and able 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 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 and entrepreneurial with a drive to grow your local presence.
Strong customer service, empathy, and professionalism.
Willing to be featured in marketing efforts as a TurboTax Live - Seasonal Local Service Expert.
Strong verbal and written communication skills.
Ability to work independently in a fast-paced environment 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.
Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay ranges vary by location:
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
Next Steps Referrals increase your chances of interviewing at Intuit. Get notified about new Tax Specialist jobs in Bakersfield, CA.
#J-18808-Ljbffr