Intuit
Tax Expert - 2+ Yrs Paid Tax Experience Required
Intuit, Saint Louis, Missouri, United States, 63146
Tax Expert - 2+ Yrs Paid Tax Experience Required
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 W‑2 filings, navigating life events, or handling more complex tax scenarios, 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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. 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.
Be a Proactive Community Ambassador – embody a "community ambassador" mindset to cultivate a robust customer base.
Educate and Communicate Confidently – represent TurboTax in the local community, host learning events, and demystify taxes.
Build Relationships – connect with customers, demonstrate sensitivity to their financial concerns, and build trust.
Deliver a Best‑in‑Class Customer Experience – create an exceptional customer experience and address client inquiries both in‑person and through Intuit’s video tools.
Who You Are
Active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax prep experience.
Active Preparer Tax Identification Number (PTIN).
Minimum 2 years of paid experience filing ≥30 individual 1040 returns per season with professional software.
Familiarity with Circular 230.
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) communication skills a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and overcoming tax complexities.
Committed to local community engagement and Intuit’s presence.
Entrepreneurial mindset and self‑driven.
Exceptional customer service skills, high empathy, and professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment.
Proficient with tax software and CRM/sales tools.
Additional Requirements
Must reside in 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. Base pay ranges by location include: 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 a cash bonus, equity rewards, and benefits. For more information, see Intuit Careers benefits page.
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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 W‑2 filings, navigating life events, or handling more complex tax scenarios, 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. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. 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.
Be a Proactive Community Ambassador – embody a "community ambassador" mindset to cultivate a robust customer base.
Educate and Communicate Confidently – represent TurboTax in the local community, host learning events, and demystify taxes.
Build Relationships – connect with customers, demonstrate sensitivity to their financial concerns, and build trust.
Deliver a Best‑in‑Class Customer Experience – create an exceptional customer experience and address client inquiries both in‑person and through Intuit’s video tools.
Who You Are
Active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax prep experience.
Active Preparer Tax Identification Number (PTIN).
Minimum 2 years of paid experience filing ≥30 individual 1040 returns per season with professional software.
Familiarity with Circular 230.
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) communication skills a plus.
Experience in holistic tax advisory services beyond filing.
Attributes & Skills
Passionate about empowering customers and overcoming tax complexities.
Committed to local community engagement and Intuit’s presence.
Entrepreneurial mindset and self‑driven.
Exceptional customer service skills, high empathy, and professional demeanor.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment.
Proficient with tax software and CRM/sales tools.
Additional Requirements
Must reside in 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. Base pay ranges by location include: 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 a cash bonus, equity rewards, and benefits. For more information, see Intuit Careers benefits page.
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