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Tax Accountant - 2+ Yrs Paid Tax Experience Required

Intuit

Company : Intuit

Location : San Jose, CA, 95199

Posted Date : 17 October 2025

Job Type : Part Time

Category : Accounting

Occupation : Tax Accountant

Job Details

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 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 provide full service tax return preparation, tax advice, calculations, and software/product support. You will connect with each customer’s unique situation to alleviate the stress of taxes and help with simple W2 filings, life events (marriage, children, elder care), and more complex scenarios (business income, amendments, investments). You will also help grow TurboTax’s client base within the local community, establish long-term relationships, and drive customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success. 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 (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.
  • Be a Proactive Community Ambassador — 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 TurboTax support 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, understand financial concerns, and build long-term trust that turns transactions into multi-year relationships.
  • Deliver a Best-in-Class Customer Experience — Provide professional, high-quality service and help clients achieve financial goals (e.g., retirement, college funds, weddings, vacations). Interact with customers in-person and via Intuit’s video tools, addressing inquiries and tax-related challenges.

Who You Are

  • Active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN (Preparer Tax Identification Number) as required by law to file taxes.
  • Minimum 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax software.
  • Familiarity with Circular 230
  • Willing and able 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 for the community
  • Bilingual (English/Spanish) a plus
  • Experience in holistic tax advisory services beyond tax filing

Attributes & Skills

  • Passionate about empowering customers and helping them overcome tax complexities.
  • Community-minded and excited to engage with local communities and support Intuit’s presence locally and online.
  • Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
  • Exceptional customer service, high empathy, and a friendly, professional demeanor.
  • Willing to be featured in marketing efforts as a TurboTax Live - Seasonal Local Service Expert.
  • Strong verbal and written communication skills.
  • Ability to work in a fast-paced environment independently while managing multiple priorities.
  • Proficient with technology, including tax 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.

Intuit provides a competitive compensation package with a strong pay-for-performance approach. The expected base pay range varies by location and includes potential bonuses and benefits per 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 practices.

Seniority level

Associate

Employment type

Part-time

Job function

Accounting/Auditing and Finance

Industries

Software Development

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