Intuit
Tax Expert - 2+ Yrs Paid Tax Experience Required
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Tax Expert - 2+ Yrs Paid Tax Experience Required
role at
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 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 – Cultivate a robust customer base for TurboTax by actively engaging with new 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, host learning events, participate in marketing efforts, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, understand their financial concerns, and build trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Provide an exceptional experience, both in‑person and via Intuit’s video tools, helping clients achieve financial goals.
Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN).
Minimum 2 years of paid experience filing 30+ federal and state individual 1040 returns per tax season with professional tax software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule of at least 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Expert.
Bilingual (English/Spanish) skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and overcoming tax complexities.
Passionate about your local community and engaging with Intuit’s presence.
Entrepreneurial mindset and self‑driven.
Exceptional customer service skills, high empathy, friendly professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment.
Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or obtain any related State licenses, certificates, permits, or bonds.
Compensation
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
Intuit offers a competitive compensation package with cash bonus, equity rewards and benefits in accordance with applicable plans. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons to drive ongoing pay equity.
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Tax Expert - 2+ Yrs Paid Tax Experience Required
role at
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 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 – Cultivate a robust customer base for TurboTax by actively engaging with new 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, host learning events, participate in marketing efforts, and demystify taxes to make them accessible and approachable.
Build Relationships – Connect with people, understand their financial concerns, and build trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Provide an exceptional experience, both in‑person and via Intuit’s video tools, helping clients achieve financial goals.
Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
Have an active Preparer Tax Identification Number (PTIN).
Minimum 2 years of paid experience filing 30+ federal and state individual 1040 returns per tax season with professional tax software.
Familiarity with Circular 230.
Willing and available to work a static weekly schedule of at least 24 hours per week at a TurboTax location.
Interest in building a local and online social presence as a TurboTax Expert.
Bilingual (English/Spanish) skills are a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and overcoming tax complexities.
Passionate about your local community and engaging with Intuit’s presence.
Entrepreneurial mindset and self‑driven.
Exceptional customer service skills, high empathy, friendly professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment.
Proficient with technology, including tax preparation software and CRM/sales tools.
Additional Requirements
Must reside within the United States.
Must possess or obtain any related State licenses, certificates, permits, or bonds.
Compensation
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
Intuit offers a competitive compensation package with cash bonus, equity rewards and benefits in accordance with applicable plans. Pay is based on job‑related knowledge, skills, experience, and location. Intuit conducts regular comparisons to drive ongoing pay equity.
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