Tax Expert

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Turbo Tax Live Seasonal Local Service Experts in one of our new Turbo Tax 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 Turbo Tax 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 Turbo Tax location, serving customers both in-person and virtually using Intuit Turbo Tax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Whether assisting with simple W2 filings, navigating life events, or handling more complex tax scenarios, you will serve as the go-to expert for your clients.

You will also play a key role in growing Turbo Tax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. This role is nonexempt and requires onsite presence in the United States on a seasonal basis.

• Provide Tax Expertise – Give hands‑on tax advice and complete preparation services, handling simple to complex tax situations. Facilitate discovery sessions and tax reviews, uncover deductions, minimize liabilities, and provide future planning advice.
• Be a Proactive Community Ambassador – Cultivate a robust customer base, engage prospects, nurture leads, convert them into long‑term clients, and organize local events.
• Educate and Communicate Confidently – Represent Turbo Tax publicly, host learning events, participate in marketing efforts, and demystify taxes.
• Build Relationships – Connect with people, demonstrate empathy, and build long‑term trust.
• Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience, interact in‑person and via video tools, address inquiries, and overcome challenges.

• Possess active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience.
• Have an active Preparer Tax Identification Number (PTIN).
• Minimum of 2 years paid experience filing 30+ individual 1040 returns per season.
• Familiar with Circular 230.
• Will work a minimum of 24 hours per week at a Turbo Tax location.
• Interested in building a local and online social presence for content.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond filing.

• Passionate about empowering customers and navigating complexity of taxation.
• Passionate about local community engagement and building Intuit’s presence.
• Entrepreneurial and self‑driven mindset.
• Exceptional customer service skills, empathy, friendly demeanor.
• Excited to be showcased in local and national marketing efforts.
• Strong verbal and written communication.
• Ability to manage multiple priorities in a fast‑paced environment.
• Proficient with technology, tax prep 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.

Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position varies by location (e.g., Bay Area $30.60‑$36.10 per hour, Southern California $30.60‑$36.10, etc.). This position will be eligible for a cash bonus, equity rewards, and benefits. Pay is based on experience, expertise, and location. Intuit conducts regular pay equity comparisons.

Entry level

Part‑time

Accounting/Auditing and Finance

Software Development