Seasonal Tax Expert - Local

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 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.”

In this role you will work on-site from a Turbo Tax location, serving customers both in-person and virtually using Intuit Turbo Tax products. You will provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to connect personally with each customer is critical to alleviating their stress when tackling taxes. Whether assisting with simple W2 filings, navigating life events, or handling complex business, amendment, or investment scenarios, you will be the go‑to expert for your clients.

Additionally, you will 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 non‑exempt and requires onsite presence on a seasonal basis.

• Provide tax expertise by giving hands‑on advice and completing preparation services for Turbo Tax clients, handling simple to complex situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax‑planning advice.
• Act as a proactive community ambassador, cultivating a robust customer base, engaging prospects, nurturing leads, and converting them into long‑term clients.
• Host learning events and participate in local marketing efforts to demystify taxes and make them accessible.
• Build relationships with clients, demonstrating empathy and sensitivity to their financial concerns to build long‑term trust.
• Deliver a best‑in‑class customer experience, interacting with customers both in‑person and via Intuit’s video communication tools, addressing inquiries and overcoming tax‑related challenges.

• Active, unrestricted credentials: EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience.
• Active Preparer Tax Identification Number (PTIN) as required by law.
• Minimum of 2 years paid experience filing 30 or more federal and state individual 1040 returns per season using professional tax software.
• Familiarity with Circular 230.
• Available for 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 and creating accessible tax‑related content as a Turbo Tax Expert.
• Bilingual English/Spanish communication skills are a plus.
• Experience in holistic tax advisory services beyond filing.

• Passionate about empowering customers and navigating taxation complexity.
• Committed to your local community and excited to grow Intuit’s presence.
• Entrepreneurial and self‑driven with a business ownership mindset.
• Exceptional customer service, high empathy, and a friendly, professional demeanor.
• Enthusiasm for being showcased in local and national marketing.
• Strong verbal and written communication skills.
• Ability to work independently in a fast‑paced environment while managing multiple priorities.
• Proficient with technology, including 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.

• 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

Eligible for a cash bonus, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs.