Intuit
Tax Expert - 2+ Yrs Paid Tax Experience Required
Intuit, Midland, Texas, United States, 79709
Tax Expert - 2+ Yrs Paid Tax Experience Required
3 days ago Be among the first 25 applicants
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. You will assist with simple W2 filings, navigate life events, and handle more complex tax scenarios like business income, amendments, or investments.
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, facilitating discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and provide future planning advice.
Be a Proactive Community Ambassador – Embody a community‑ambassador mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach, including local events.
Educate and Communicate Confidently – Represent TurboTax in the community with confidence, hosting learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, professionally interact with clients in‑person and via state‑of‑the‑art video tools, and help clients overcome tax‑related challenges to achieve financial goals.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
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, creating accessible tax‑related content and resources for your community 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 and helping them overcome taxation complexities.
Passionate about your local community and excited to build Intuit’s presence through speaking, content, and engagement.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
Excellent customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert 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 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, certifications, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a pay‑for‑performance rewards approach. The expected base pay range for this position varies by location:
Bay Area, CA: $30.60 - $36.10
Southern CA: $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.
#J-18808-Ljbffr
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. You will assist with simple W2 filings, navigate life events, and handle more complex tax scenarios like business income, amendments, or investments.
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, facilitating discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and provide future planning advice.
Be a Proactive Community Ambassador – Embody a community‑ambassador mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engage new prospects, nurture leads, and convert them into long‑term clients through proactive outreach, including local events.
Educate and Communicate Confidently – Represent TurboTax in the community with confidence, hosting learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.
Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, professionally interact with clients in‑person and via state‑of‑the‑art video tools, and help clients overcome tax‑related challenges to achieve financial goals.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
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, creating accessible tax‑related content and resources for your community 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 and helping them overcome taxation complexities.
Passionate about your local community and excited to build Intuit’s presence through speaking, content, and engagement.
Entrepreneurial and self‑driven with a business‑ownership mindset to grow your customer portfolio.
Excellent customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert 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 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, certifications, permits, or bonds.
Compensation Intuit provides a competitive compensation package with a pay‑for‑performance rewards approach. The expected base pay range for this position varies by location:
Bay Area, CA: $30.60 - $36.10
Southern CA: $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.
#J-18808-Ljbffr