Intuit
Seasonal Tax Expert - Local
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, 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 provide full‑service tax return preparation, tax advice, calculations, and software support. You will handle simple W‑2 filings, life events such as marriage or children, and more complex scenarios including business income, amendments, or investments. You will also play a key role in growing TurboTax’s client base locally by establishing long‑term relationships and driving customer loyalty.
This is a nonexempt, seasonal position that requires onsite presence in the United States.
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 (e‑g personal and business income, deduction optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice, using government websites, professional tools, and team expertise.
Be a Proactive Community Ambassador – Cultivate a robust customer base, serve as the local face of TurboTax, actively engage with prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and Communicate Confidently – Represent TurboTax publicly, host engaging learning events, participate in local marketing, and make taxes accessible and approachable.
Build Relationships – Connect with clients, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Create a professional, exceptional experience with genuine interest in helping clients achieve their financial goals while interacting both in‑person and via Intuit’s video communication tools.
Who You Are
Active, unrestricted credentials: EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience and extensive tax‑law knowledge.
Active PTIN as required by law.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 returns per season using professional 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, creating accessible tax‑related content compliant 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 tax complexities.
Passionate about the local community; excited to engage with Intuit’s presence locally.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your client portfolio.
Exceptional customer service skills, high empathy, friendly and professional demeanor.
Ready to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment 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 & Benefits 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 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 also be eligible for a cash bonus, 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. Intuit conducts regular comparisons to promote pay equity across ethnicity and gender.
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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 provide full‑service tax return preparation, tax advice, calculations, and software support. You will handle simple W‑2 filings, life events such as marriage or children, and more complex scenarios including business income, amendments, or investments. You will also play a key role in growing TurboTax’s client base locally by establishing long‑term relationships and driving customer loyalty.
This is a nonexempt, seasonal position that requires onsite presence in the United States.
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 (e‑g personal and business income, deduction optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice, using government websites, professional tools, and team expertise.
Be a Proactive Community Ambassador – Cultivate a robust customer base, serve as the local face of TurboTax, actively engage with prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
Educate and Communicate Confidently – Represent TurboTax publicly, host engaging learning events, participate in local marketing, and make taxes accessible and approachable.
Build Relationships – Connect with clients, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns one‑time transactions into loyal, multi‑year relationships.
Deliver a Best‑in‑Class Customer Experience – Create a professional, exceptional experience with genuine interest in helping clients achieve their financial goals while interacting both in‑person and via Intuit’s video communication tools.
Who You Are
Active, unrestricted credentials: EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience and extensive tax‑law knowledge.
Active PTIN as required by law.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 returns per season using professional 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, creating accessible tax‑related content compliant 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 tax complexities.
Passionate about the local community; excited to engage with Intuit’s presence locally.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your client portfolio.
Exceptional customer service skills, high empathy, friendly and professional demeanor.
Ready to be showcased in local and national marketing efforts.
Strong verbal and written communication skills.
Ability to work independently in a fast‑paced environment 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 & Benefits 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 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 also be eligible for a cash bonus, 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. Intuit conducts regular comparisons to promote pay equity across ethnicity and gender.
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