Intuit
Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required
Intuit, Oklahoma City, Oklahoma, United States, 73116
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.
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. 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.
Be a proactive community ambassador – cultivate a robust customer base for TurboTax, actively engaging with prospects and converting them into long‑term clients.
Educate and communicate confidently – represent TurboTax in your local community, hosting learning events 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 – interact with customers both in‑person and through Intuit’s video communication tools, addressing inquiries and helping them overcome tax‑related challenges.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax preparation experience.
Have an active PTIN as required by law.
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.
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 local community and excited to engage and build Intuit’s presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, friendly, professional demeanor.
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.
Compensation Base pay range varies by location:
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
Cash bonus, equity rewards, and benefits are also available. Pay is based on job-related knowledge, skills, experience, and work location.
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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. 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.
Be a proactive community ambassador – cultivate a robust customer base for TurboTax, actively engaging with prospects and converting them into long‑term clients.
Educate and communicate confidently – represent TurboTax in your local community, hosting learning events 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 – interact with customers both in‑person and through Intuit’s video communication tools, addressing inquiries and helping them overcome tax‑related challenges.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax preparation experience.
Have an active PTIN as required by law.
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.
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 local community and excited to engage and build Intuit’s presence.
Entrepreneurial and self‑driven with a business ownership mindset.
Exceptional customer service skills, high empathy, friendly, professional demeanor.
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.
Compensation Base pay range varies by location:
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
Cash bonus, equity rewards, and benefits are also available. Pay is based on job-related knowledge, skills, experience, and work location.
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