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 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 provide full service tax return preparation, tax advice, calculations, and software/product support. You will address each customer’s unique situation to alleviate tax-related stress. This includes simple W2 filings, life events (marriage, children, elder care), and more complex tax scenarios such as business income, amendments, or investments. You will also help grow TurboTax’s client base within the local community and drive customer loyalty.
What You’ll Do
Provide Tax Expertise — Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations (personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to maximize deductions, minimize liabilities, and provide future tax planning advice.
Be a Proactive Community Ambassador — Cultivate a robust local customer base, engage with new prospects, nurture leads, and convert them into long-term clients. 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 — Connect with people and build long-term trust that turns one-time transactions into multi-year relationships.
Deliver a Best in Class Customer Experience — Create an exceptional customer experience, help clients achieve financial goals, and assist with inquiries using Intuit’s video tools.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active PTIN as required by law to file taxes.
Minimum of 2 years of paid experience filing 30+ federal and state 1040 returns per tax 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 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
Empowers customers and helps them navigate taxation.
Engages with the local community and supports Intuit’s presence locally and online.
Entrepreneurial and self-driven with a business ownership mindset.
Exceptional customer service, high empathy, and professional demeanor.
Willing to be featured in marketing efforts as a TurboTax Live - Seasonal Local Service Expert.
Strong verbal and written communication skills.
Ability to work in a fast-paced environment independently while managing multiple priorities.
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.
Compensation Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay range varies by location, including:
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 is eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay is based on factors such as job-related knowledge, skills, experience, and location. Intuit conducts regular pay equity assessments.
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 to alleviate tax-related stress. This includes simple W2 filings, life events (marriage, children, elder care), and more complex tax scenarios such as business income, amendments, or investments. You will also help grow TurboTax’s client base within the local community and drive customer loyalty.
What You’ll Do
Provide Tax Expertise — Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations (personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to maximize deductions, minimize liabilities, and provide future tax planning advice.
Be a Proactive Community Ambassador — Cultivate a robust local customer base, engage with new prospects, nurture leads, and convert them into long-term clients. 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 — Connect with people and build long-term trust that turns one-time transactions into multi-year relationships.
Deliver a Best in Class Customer Experience — Create an exceptional customer experience, help clients achieve financial goals, and assist with inquiries using Intuit’s video tools.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active PTIN as required by law to file taxes.
Minimum of 2 years of paid experience filing 30+ federal and state 1040 returns per tax 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 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
Empowers customers and helps them navigate taxation.
Engages with the local community and supports Intuit’s presence locally and online.
Entrepreneurial and self-driven with a business ownership mindset.
Exceptional customer service, high empathy, and professional demeanor.
Willing to be featured in marketing efforts as a TurboTax Live - Seasonal Local Service Expert.
Strong verbal and written communication skills.
Ability to work in a fast-paced environment independently while managing multiple priorities.
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.
Compensation Intuit provides a competitive compensation package with a pay-for-performance approach. The base pay range varies by location, including:
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 is eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay is based on factors such as job-related knowledge, skills, experience, and location. Intuit conducts regular pay equity assessments.
Seniority level
Associate
Employment type
Part-time
Job function
Accounting/Auditing and Finance
Industries
Software Development
#J-18808-Ljbffr