Intuit
1 week ago 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. 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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, and maximize refunds.
Be a Proactive Community Ambassador – Embody a “community ambassador” 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 through outreach and local events.
Educate and Communicate Confidently – Represent TurboTax in the local community, hosting engaging learning events, participating in marketing efforts, and demystifying taxes.
Build Relationships – Connect with people, demonstrate understanding of their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interacting with clients in‑person and via video tools, addressing inquiries, and helping them overcome tax challenges.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN).
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 returns per season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule of at least 24 hours at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Expert.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and overcoming the complexities of taxation.
Passionate about the local community and engagement.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with tax preparation 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. Expected 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. The position may be eligible for cash bonus, equity rewards, and benefits.
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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. 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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, and maximize refunds.
Be a Proactive Community Ambassador – Embody a “community ambassador” 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 through outreach and local events.
Educate and Communicate Confidently – Represent TurboTax in the local community, hosting engaging learning events, participating in marketing efforts, and demystifying taxes.
Build Relationships – Connect with people, demonstrate understanding of their financial concerns, and build long‑term trust.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interacting with clients in‑person and via video tools, addressing inquiries, and helping them overcome tax challenges.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN).
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 returns per season using professional tax preparation software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule of at least 24 hours at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Expert.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.
Attributes & Skills
Passionate about empowering customers and overcoming the complexities of taxation.
Passionate about the local community and engagement.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment while managing multiple priorities.
Proficient with tax preparation 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. Expected 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. The position may be eligible for cash bonus, equity rewards, and benefits.
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