Intuit
Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, San Francisco, California, United States, 94199
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 unique 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 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 W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, 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.
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 (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: Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach.
Educate and Communicate Confidently: Represent TurboTax in your local community, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
Build Relationships: Connect with people and demonstrate understanding and sensitivity to their financial concerns, building 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. Interact with customers both in‑person and through Intuit’s state‑of‑the‑art 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) as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation 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.
Proficient with technology, including tax preparation software and CRM/sales tools.
Bilingual (English/Spanish) communication skills are a plus.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to engage with Intuit to build Intuit’s presence locally.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills with high empathy and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work in a fast‑paced environment independently while managing multiple priorities.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Base pay ranges by region as follows: 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. The position is eligible for cash bonuses, equity rewards, and benefits in accordance with Intuit’s plans and programs.
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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 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 W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, 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.
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 (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: Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach.
Educate and Communicate Confidently: Represent TurboTax in your local community, hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
Build Relationships: Connect with people and demonstrate understanding and sensitivity to their financial concerns, building 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. Interact with customers both in‑person and through Intuit’s state‑of‑the‑art 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) as required by law to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation 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.
Proficient with technology, including tax preparation software and CRM/sales tools.
Bilingual (English/Spanish) communication skills are a plus.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to engage with Intuit to build Intuit’s presence locally.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills with high empathy and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work in a fast‑paced environment independently while managing multiple priorities.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. Base pay ranges by region as follows: 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. The position is eligible for cash bonuses, equity rewards, and benefits in accordance with Intuit’s plans and programs.
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