Senior Tax Professional - Tax

Senior Tax Professional – 2+ Years Paid Tax Experience Required

Join Intuit as a dedicated Turbo Tax Live Seasonal Local Service Expert and help customers navigate their tax needs while building a strong community presence.

Overview: Intuit seeks highly motivated individuals to serve as trusted advisors in Turbo Tax locations across the United States on a seasonal basis. You will empower customers to achieve positive financial outcomes and support Intuit’s mission of “Powering Prosperity Around the World.”

About the Role: Work on-site from a Turbo Tax location, serving customers both in-person and virtually using Intuit Turbo Tax products. Leverage tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer’s unique situation and connect with them on a personal level to alleviate stress. Whether assisting with simple W‑2 filings, navigating life events, or handling complex scenarios like business income or investments, you will serve as the go‑to expert for clients.

This role is nonexempt and requires onsite presence on a seasonal basis.

• Provide hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex tax situations. Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future planning advice.
• Be a proactive community ambassador, cultivating a robust customer base, engaging prospects, nurturing leads, and converting them into long‑term clients through outreach and local events.
• Represent Turbo Tax confidently in the local community, host learning events, participate in marketing efforts, and demystify taxes to make them accessible and approachable.
• Build relationships with clients, demonstrating empathy and sensitivity to their financial concerns and building long‑term trust.
• Deliver a best‑in‑class customer experience, interacting with customers both in-person and through Intuit’s video communication tools, addressing inquiries while helping them overcome tax challenges.

• Active, unrestricted credentials: EA, CPA, or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Active Preparer Tax Identification Number (PTIN) as required by law.
• Minimum of two years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional software.
• Familiarity with Circular 230.
• Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a Turbo Tax location.
• Interest in building a local and online social presence as a Turbo Tax 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.

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about the local community and excited to work with Intuit to engage and build Intuit’s presence.
• Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a Turbo Tax 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 tax preparation software and CRM/sales tools.

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

Compensation and Benefits: This position offers a competitive base pay package with a strong pay‑for‑performance rewards approach. Pay ranges are as follows by region:

• 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