Intuit
Tax Expert - 2+ Yrs Paid Tax Experience Required
Intuit, Sioux City, Iowa, United States, 51110
Tax Expert - 2+ Yrs Paid Tax Experience Required
Join Intuit as a TurboTax Live Seasonal Local Service Expert across the United States. This seasonal role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
Overview 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.” You will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products.
About The Role Leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Handle both simple and complex tax situations, including business income, amendments, and investments. 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 and complete preparation services for TurboTax clients.
Be a proactive community ambassador by cultivating a robust customer base and engaging prospects.
Educate and communicate confidently, representing TurboTax in the local community.
Build relationships and trust with clients.
Deliver a best‑in‑class customer experience through in‑person and virtual interactions.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or practicing attorney.
Have an active PTIN.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season.
Familiarity with Circular 230.
Willing to work a static weekly schedule of at least 24 hours at a TurboTax location.
Interested 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 filing.
Attributes & Skills
Passionate about empowering customers.
Strong customer service, empathy, and professional demeanor.
Entrepreneurial mindset.
Excellent verbal and written communication.
Ability to work independently in a fast‑paced environment.
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 Competitive compensation with a strong pay‑for‑performance rewards approach. Expected base pay range varies by location:
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
Position eligible for cash bonus, equity rewards, and benefits under Intuit plans and programs.
Seniority Level Associate
Employment Type Part‑time
Job Function Accounting/Auditing and Finance
Industries Software Development
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Overview 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.” You will work on‑site from a TurboTax location, serving customers both in‑person and virtually using Intuit TurboTax products.
About The Role Leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Handle both simple and complex tax situations, including business income, amendments, and investments. 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 and complete preparation services for TurboTax clients.
Be a proactive community ambassador by cultivating a robust customer base and engaging prospects.
Educate and communicate confidently, representing TurboTax in the local community.
Build relationships and trust with clients.
Deliver a best‑in‑class customer experience through in‑person and virtual interactions.
Who You Are
Possess active, unrestricted credentials: EA, CPA, or practicing attorney.
Have an active PTIN.
Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season.
Familiarity with Circular 230.
Willing to work a static weekly schedule of at least 24 hours at a TurboTax location.
Interested 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 filing.
Attributes & Skills
Passionate about empowering customers.
Strong customer service, empathy, and professional demeanor.
Entrepreneurial mindset.
Excellent verbal and written communication.
Ability to work independently in a fast‑paced environment.
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 Competitive compensation with a strong pay‑for‑performance rewards approach. Expected base pay range varies by location:
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
Position eligible for cash bonus, equity rewards, and benefits under Intuit plans and programs.
Seniority Level Associate
Employment Type Part‑time
Job Function Accounting/Auditing and Finance
Industries Software Development
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