Intuit
Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, Waco, Texas, United States, 76796
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. 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 provide full-service tax return preparation, tax advice, calculations, and software/product support. You will address each customer’s unique situation, and connect with them on a personal level to alleviate tax-related stress. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex tax scenarios like business income, amendments, or investments. You will be the go-to expert for clients and help grow TurboTax’s client base within the local community.
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 (e.g., personal and business income, deductions optimization, amendments). 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, serving as the local face, engaging with prospects, nurturing leads, and converting them into long-term clients.
Educate and Communicate Confidently — host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships — connect with people and build long-term trust that turns a one-time transaction into a multi-year relationship.
Deliver a Best-in-Class Customer Experience — provide professional, customer-focused service and help clients achieve financial goals, using IntelliTuit’s video tools when needed.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Have an active PTIN to file taxes.
Minimum of 2 years of paid experience filing 30+ federal/state individual 1040 tax returns per season using professional 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) a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and navigating taxation complexities.
Community-focused with the ability to engage with local events and build presence.
Entrepreneurial and self-driven with a business ownership mindset.
Exceptional customer service, empathy, and professionalism.
Strong communication skills and ability to work independently in a fast-paced environment.
Proficient with technology, including 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 strong pay-for-performance approach. Base pay ranges by location include: 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. This position may be eligible for bonus, equity, and benefits in accordance with applicable plans. Pay offers are based on job-related knowledge, skills, experience, and location.
Seniority level
Associate
Employment type
Part-time
Job function
Accounting/Auditing and Finance
Industries
Software Development
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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 provide full-service tax return preparation, tax advice, calculations, and software/product support. You will address each customer’s unique situation, and connect with them on a personal level to alleviate tax-related stress. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex tax scenarios like business income, amendments, or investments. You will be the go-to expert for clients and help grow TurboTax’s client base within the local community.
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 (e.g., personal and business income, deductions optimization, amendments). 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, serving as the local face, engaging with prospects, nurturing leads, and converting them into long-term clients.
Educate and Communicate Confidently — host learning events, participate in local marketing efforts, and demystify taxes to make them accessible.
Build Relationships — connect with people and build long-term trust that turns a one-time transaction into a multi-year relationship.
Deliver a Best-in-Class Customer Experience — provide professional, customer-focused service and help clients achieve financial goals, using IntelliTuit’s video tools when needed.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Have an active PTIN to file taxes.
Minimum of 2 years of paid experience filing 30+ federal/state individual 1040 tax returns per season using professional 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) a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and navigating taxation complexities.
Community-focused with the ability to engage with local events and build presence.
Entrepreneurial and self-driven with a business ownership mindset.
Exceptional customer service, empathy, and professionalism.
Strong communication skills and ability to work independently in a fast-paced environment.
Proficient with technology, including 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 strong pay-for-performance approach. Base pay ranges by location include: 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. This position may be eligible for bonus, equity, and benefits in accordance with applicable plans. Pay offers are based on job-related knowledge, skills, experience, and location.
Seniority level
Associate
Employment type
Part-time
Job function
Accounting/Auditing and Finance
Industries
Software Development
We’re unlocking community knowledge in a new way. Experts add insights directly into articles, started with the help of AI.
#J-18808-Ljbffr