Tax Expert - Local

Overview

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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 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.”

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About the

Role :

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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

demonstrate understanding of each customer’s unique situation, and

connect with them on a personal level is critical to alleviating

the stress some may feel when tackling their taxes. Whether

assisting with simple W2 filings, navigating life events (marriage,

children, elder care), or handling more complex tax scenarios like

business income, amendments, or investments, you will serve as the

go-to expert for your

clients.

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Additionally, you will play a key

role in growing TurboTax’s client base within the local community,

establishing long-term relationships, and driving customer loyalty.

TurboTax will provide a straightforward playbook, essential tools,

and dedicated support to facilitate your

success.

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This role is nonexempt and requires

onsite presence at a TurboTax location in the United States on a

seasonal basis.

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What You’ll Do :

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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.

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Be a Proactive Community Ambassador -

Embody a "community ambassador" and "business owner" mindset to

cultivate a robust 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 the support of TurboTax, to

create opportunities for customer engagement.

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Educate and Communicate Confidently -

Enthusiastically represent TurboTax in your local community.

TurboTax Live - Seasonal Local Service Experts will confidently

take on the role of its public face with the support, guidance, and

resources provided by Intuit. This includes hosting engaging

learning events, participating in local marketing efforts, and

demystifying taxes to make them accessible and approachable.

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Build Relationships - Connect with people,

demonstrate understanding and sensitivity to their financial

concerns and build the long-term trust that turns a one-time

transaction into a loyal, multi-year relationship.

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Deliver a Best in Class Customer

Experience - Create an exceptional customer experience,

professionalism, and genuine interest in helping clients achieve

their financial goals (e.g., saving for retirement, college funds,

weddings, or vacations). - Interact with customers both in-person

and through Intuit’s state-of-the-art video communication tools.

Address client inquiries while helping them overcome tax-related

challenges.

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Who You Are :

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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.

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Have an active Preparer Tax Identification

Number (PTIN) as required by law to file taxes.

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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.

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Familiarity with Circular 230

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Willing and available to work a static

weekly schedule with a minimum of 24 hours per week at a TurboTax

location

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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

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Bilingual (English / Spanish) communication

skills are a plus

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Experience in holistic

tax advisory services beyond tax

filing

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Attributes & Skills :

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Passionate about

empowering customers and helping them overcome the complexities of

taxation.

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Passionate about your

local community and excited to work with Intuit to engage with and

build Intuit’s presence in your local community (e.g., speaking at

events, building a local and online social presence, creating

content such as tax tips and educational videos).

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Entrepreneurial and self-driven with a

business ownership mindset to grow your customer portfolio.

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Exceptional customer service skills, high

empathy, and a friendly, professional demeanor.

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Excited to be showcased as a TurboTax Live -

Seasonal Local Service Expert in local and national marketing

efforts.

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Strong verbal and written

communication skills.

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Ability to work in a

fast-paced environment independently while managing multiple

priorities.

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Proficient with

technology, including tax preparation software and CRM / sales

tools.

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Additional Requirements :

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Must reside within the

United States.

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Must possess or be able

to obtain any related State licenses, certificates, permits, or

bonds.

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Intuit provides a competitive

compensation package with a strong pay for performance rewards

approach. The expected base pay range for this position

is :

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Bay Area California $30.60 -

$36.10

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Southern California $30.60 -

$36.10

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Colorado $29.20 -

$34.50

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Hawaii $30.60 -

$36.10

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Illinois $29.20 -

$34.50

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Maryland $29.20 -

$34.50

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Massachusetts $30.60 -

$36.10

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Minnesota $26.20 -

$30.90

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New Jersey $30.60 -

$36.10

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New York $30.60 -

$36.10

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Ohio $26.20 -

$30.90

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Vermont $29.20 -

$34.50

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Washington $30.60 -

$36.10

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Washington DC $29.20 -

$34.50

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This position will be eligible for a

cash bonus, equity rewards and benefits, in accordance with our

applicable plans and programs (see more about our compensation and

benefits at

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Intuit® : Careers |

Benefits

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). Pay offered is based on factors such as

job-related knowledge, skills, experience, and work location. To

drive ongoing pay equity for employees, Intuit conducts regular

comparisons across categories of ethnicity and

gender.

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What you'll

bring

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How you will

lead