Intuit
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 role 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.” 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, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with support from TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Represent TurboTax in the local community. Host engaging learning events, participate in local marketing efforts, and demystify 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 one-time transactions into loyal, multi-year relationships. Deliver a Best in Class Customer Experience - Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve their financial goals. Interact with customers in-person and via Intuit’s video tools; address client inquiries while helping them overcome tax-related challenges. Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), 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 tax 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 tax filing Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, 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 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
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 may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity reviews.
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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 role 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.” 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, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Be a Proactive Community Ambassador - Cultivate a robust local customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with support from TurboTax, to create opportunities for customer engagement. Educate and Communicate Confidently - Represent TurboTax in the local community. Host engaging learning events, participate in local marketing efforts, and demystify 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 one-time transactions into loyal, multi-year relationships. Deliver a Best in Class Customer Experience - Create an exceptional customer experience with professionalism and genuine interest in helping clients achieve their financial goals. Interact with customers in-person and via Intuit’s video tools; address client inquiries while helping them overcome tax-related challenges. Who You Are
Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), 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 tax 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 tax filing Attributes & Skills
Passionate about empowering customers and helping them overcome the complexities of taxation. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Exceptional customer service, 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 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
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 may be eligible for a cash bonus, equity rewards, and benefits in accordance with applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. Intuit conducts regular pay equity reviews.
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