Intuit
Tax Expert - 2+ Yrs Paid Tax Experience Required
3 days 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 opportunity combines tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs. 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 You will work on‑site from a TurboTax location, serving customers both in‑person and virtually with 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 understand 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 scenarios like business income, amendments, or investments, you will be 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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is non‑exempt 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 new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and communicate confidently: represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build relationships: connect with people, demonstrate understanding and sensitivity to their financial concerns, and build 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 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. Address client inquiries while helping them overcome tax‑related challenges.
Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per 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, creating accessible tax‑related content in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
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 presence; speaking at events, building local and online social presence, creating content such as tax tips and educational videos.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a 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 in a fast‑paced environment independently 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.
Job Details
Seniority level: Associate
Employment type: Part‑time
Job function: Accounting/Auditing and Finance
Industries: Software Development
Compensation Expected base pay ranges per location (USD per hour): 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. This position will be eligible for cash bonuses, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location, and Intuit conducts regular comparisons to ensure pay equity across categories of ethnicity and gender.
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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 opportunity combines tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs. 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 You will work on‑site from a TurboTax location, serving customers both in‑person and virtually with 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 understand 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 scenarios like business income, amendments, or investments, you will be 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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. This role is non‑exempt 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 new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
Educate and communicate confidently: represent TurboTax in your local community, host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
Build relationships: connect with people, demonstrate understanding and sensitivity to their financial concerns, and build 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 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. Address client inquiries while helping them overcome tax‑related challenges.
Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required to file taxes.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per 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, creating accessible tax‑related content in accordance with Intuit’s policies.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond filing.
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 presence; speaking at events, building local and online social presence, creating content such as tax tips and educational videos.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a 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 in a fast‑paced environment independently 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.
Job Details
Seniority level: Associate
Employment type: Part‑time
Job function: Accounting/Auditing and Finance
Industries: Software Development
Compensation Expected base pay ranges per location (USD per hour): 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. This position will be eligible for cash bonuses, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location, and Intuit conducts regular comparisons to ensure pay equity across categories of ethnicity and gender.
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