Tax Expert - 2+ Yrs Paid Tax Experience Required

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.”

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 address each customer’s unique situation and connect with them on a personal level to alleviate stress around taxes. You may assist with simple W2 filings, life events (marriage, children, elder care), or more complex scenarios (business income, amendments, investments). You will also help grow TurboTax’s client base within the local community, establishing long-term relationships with support from TurboTax to facilitate 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 local customer base for TurboTax, acting as the local face, engaging with prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events with TurboTax support to foster engagement.
• Educate and Communicate Confidently — Represent TurboTax in the local community, hosting learning events, participating in marketing efforts, and demystifying taxes to be accessible.
• Build Relationships — Connect with people, demonstrate understanding of financial concerns, and build long-term trust for repeat business.
• Deliver a Best-in-Class Customer Experience — Provide professional, helpful service and address client inquiries while assisting with tax-related challenges, including in-person and virtual interactions using Intuit’s video tools.

Who You Are

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

Attributes & Skills

• Passionate about empowering customers and helping them navigate taxation.
• Entrepreneurial mindset with the ability to grow your customer portfolio and engage with the local community.
• Exceptional customer service, empathy, and a professional demeanor.
• Strong communication skills, both verbal and written.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, tax preparation software, and CRM/sales tools.

Additional Requirements

• Must reside within the United States.
• Must possess or be able to obtain related state licenses, certificates, permits, or bonds.

Compensation

Intuit Provides a Competitive Compensation Package with a Pay-for-Performance approach. The expected base pay range varies by location:

Bay Area, CA: $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

Pay includes eligibility for cash bonus, equity rewards, and benefits as per applicable plans. Pay is based on knowledge, skills, experience, and location. Intuit conducts regular pay equity analyses.