Intuit
Join to apply for the
Seasonal Tax Expert - Local
role at
Intuit . Be among the first 25 applicants.
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.
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, actively engaging with prospects, nurturing leads, and converting them into long‑term clients. Organize local events to create opportunities for customer engagement.
Educate and Communicate Confidently – Represent TurboTax confidently in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, interacting both in-person and via Intuit’s state‑of‑the‑art video communication tools, addressing client inquiries while helping them overcome tax‑related challenges.
Who You Are
Active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws.
Active Preparer Tax Identification Number (PTIN).
Minimum of 2 years paid experience filing 30+ federal and state individual 1040 tax returns per season using professional software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule, minimum 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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to engage Intuit’s presence in it.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, friendly professional demeanor.
Excited to be showcased as a TurboTax Live – Seasonal Local Service Expert in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Compensation
Bay Area, California: $30.60 – $36.10 per hour
Southern California: $30.60 – $36.10 per hour
Colorado: $29.20 – $34.50 per hour
Hawaii: $30.60 – $36.10 per hour
Illinois: $29.20 – $34.50 per hour
Maryland: $29.20 – $34.50 per hour
Massachusetts: $30.60 – $36.10 per hour
Minnesota: $26.20 – $30.90 per hour
New Jersey: $30.60 – $36.10 per hour
New York: $30.60 – $36.10 per hour
Ohio: $26.20 – $30.90 per hour
Vermont: $29.20 – $34.50 per hour
Washington: $30.60 – $36.10 per hour
Washington DC: $29.20 – $34.50 per hour
Employment Details Seniority Level: Entry level Employment Type: Part‑time Job Function: Accounting/Auditing and Finance Industry: Software Development
What you'll bring and how you will lead sections omitted due to lack of content.
#J-18808-Ljbffr
Seasonal Tax Expert - Local
role at
Intuit . Be among the first 25 applicants.
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.
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, actively engaging with prospects, nurturing leads, and converting them into long‑term clients. Organize local events to create opportunities for customer engagement.
Educate and Communicate Confidently – Represent TurboTax confidently in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, interacting both in-person and via Intuit’s state‑of‑the‑art video communication tools, addressing client inquiries while helping them overcome tax‑related challenges.
Who You Are
Active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws.
Active Preparer Tax Identification Number (PTIN).
Minimum of 2 years paid experience filing 30+ federal and state individual 1040 tax returns per season using professional software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule, minimum 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.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation.
Passionate about your local community and excited to engage Intuit’s presence in it.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, friendly professional demeanor.
Excited to be showcased as a TurboTax Live – Seasonal Local Service Expert in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds.
Compensation
Bay Area, California: $30.60 – $36.10 per hour
Southern California: $30.60 – $36.10 per hour
Colorado: $29.20 – $34.50 per hour
Hawaii: $30.60 – $36.10 per hour
Illinois: $29.20 – $34.50 per hour
Maryland: $29.20 – $34.50 per hour
Massachusetts: $30.60 – $36.10 per hour
Minnesota: $26.20 – $30.90 per hour
New Jersey: $30.60 – $36.10 per hour
New York: $30.60 – $36.10 per hour
Ohio: $26.20 – $30.90 per hour
Vermont: $29.20 – $34.50 per hour
Washington: $30.60 – $36.10 per hour
Washington DC: $29.20 – $34.50 per hour
Employment Details Seniority Level: Entry level Employment Type: Part‑time Job Function: Accounting/Auditing and Finance Industry: Software Development
What you'll bring and how you will lead sections omitted due to lack of content.
#J-18808-Ljbffr