Intuit
Tax Expert – TurboTax Live Seasonal Local Service Expert
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 connect with customers on a personal level is critical to alleviating the stress they may feel when tackling their taxes. You will assist with simple W2 filings, navigate life events, and handle more complex tax scenarios such as business income, amendments, or investments. You will also 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. Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
Be a proactive community ambassador – cultivate a robust customer base for TurboTax, serve as the local face, actively engage with prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and communicate confidently – represent TurboTax in your local community, host learning events, participate in local marketing efforts, and demystify taxes.
Build relationships – connect with people, understand and address their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience – interact with customers both in‑person and via Intuit’s video communication tools, address inquiries, and help them overcome tax‑related challenges.
Who You Are
Active, unrestricted credentials: EA (Enrolled Agent), CPA, or practicing attorney with strong tax preparation experience.
Active PTIN as required to file taxes.
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season using 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 online presence as a TurboTax Expert, creating accessible tax 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.
Excited to engage with and build Intuit’s presence in the local community.
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 and manage 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 any related state licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position is:
Bay Area, California: $30.60 – $36.10 per hour
Southern California: $30.60 – $36.10 per hour
Colorado: $29.20 – $34.50 per hour
Hawaii: $30.60 – $36.10 per hour
Illinois: $29.20 – $34.50 per hour
Maryland: $29.20 – $34.50 per hour
Massachusetts: $30.60 – $36.10 per hour
Minnesota: $26.20 – $30.90 per hour
New Jersey: $30.60 – $36.10 per hour
New York: $30.60 – $36.10 per hour
Ohio: $26.20 – $30.90 per hour
Vermont: $29.20 – $34.50 per hour
Washington: $30.60 – $36.10 per hour
Washington DC: $29.20 – $34.50 per hour
In addition to base pay, this position will be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons to drive ongoing pay equity for employees.
#J-18808-Ljbffr
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 connect with customers on a personal level is critical to alleviating the stress they may feel when tackling their taxes. You will assist with simple W2 filings, navigate life events, and handle more complex tax scenarios such as business income, amendments, or investments. You will also 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. Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
Be a proactive community ambassador – cultivate a robust customer base for TurboTax, serve as the local face, actively engage with prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and communicate confidently – represent TurboTax in your local community, host learning events, participate in local marketing efforts, and demystify taxes.
Build relationships – connect with people, understand and address their financial concerns, and build long‑term trust.
Deliver a best‑in‑class customer experience – interact with customers both in‑person and via Intuit’s video communication tools, address inquiries, and help them overcome tax‑related challenges.
Who You Are
Active, unrestricted credentials: EA (Enrolled Agent), CPA, or practicing attorney with strong tax preparation experience.
Active PTIN as required to file taxes.
Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season using 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 online presence as a TurboTax Expert, creating accessible tax 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.
Excited to engage with and build Intuit’s presence in the local community.
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 and manage 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 any related state licenses, certificates, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position is:
Bay Area, California: $30.60 – $36.10 per hour
Southern California: $30.60 – $36.10 per hour
Colorado: $29.20 – $34.50 per hour
Hawaii: $30.60 – $36.10 per hour
Illinois: $29.20 – $34.50 per hour
Maryland: $29.20 – $34.50 per hour
Massachusetts: $30.60 – $36.10 per hour
Minnesota: $26.20 – $30.90 per hour
New Jersey: $30.60 – $36.10 per hour
New York: $30.60 – $36.10 per hour
Ohio: $26.20 – $30.90 per hour
Vermont: $29.20 – $34.50 per hour
Washington: $30.60 – $36.10 per hour
Washington DC: $29.20 – $34.50 per hour
In addition to base pay, this position will be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular comparisons to drive ongoing pay equity for employees.
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