Senior Tax Professional - Tax

Senior Tax Professional – 2+ Years Paid Tax Experience Required

Join Intuit as a Senior Tax Professional and serve customers both in-person and virtually using Turbo Tax products. In this seasonal role you’ll apply your tax expertise to prepare returns, provide advice, and support customers while engaging your local community to grow Turbo Tax’s client base.

As a Turbo Tax Live – Seasonal Local Service Expert you will be the trusted advisor for customers at a new Turbo Tax location across the United States. Your goals are to help clients navigate tax filing, reduce stress, and achieve financial outcomes that align with Intuit’s mission of "Powering Prosperity Around the World." The position is non‑exempt and requires onsite presence on a seasonal basis.

• Work on‑site from a Turbo Tax location, serving both in‑person and virtual clients.

• Provide full‑service tax return preparation, tax advice, calculations, and support for Turbo Tax products.

• Handle simple W‑2 filings, navigate life events (marriage, children, elder care), and assist with more complex scenarios such as business income, amendments, or investments.

• Act as the local face of Turbo Tax, building relationships with prospects, nurturing leads, and converting them into long‑term clients.

• Engage the community through local events and marketing initiatives to develop customer loyalty.

• Your success will be supported by a playbook, tools, and dedicated assistance from the Turbo Tax team.

• Provide hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex situations (personal, business, deductions, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and advise future tax planning.
• Serve as a proactive community ambassador, cultivating a robust client base through outreach and local event organization.
• Educate and communicate confidently while representing Turbo Tax in the community.
• Build relationships by demonstrating sensitivity to customers’ financial concerns and turning one‑time transactions into long‑term partnerships.
• Deliver a best‑in‑class customer experience—interact with customers in person and via video communication tools, addressing inquiries and overcoming tax challenges.

• Active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.
• Active Preparer Tax Identification Number (PTIN) as required by law.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 returns per season using professional tax software.
• Familiarity with Circular 230.
• Willing and available to work a static weekly schedule of at least 24 hours per week at a Turbo Tax location.
• Interest in building a local and online presence as a Turbo Tax expert, creating accessible tax‑related content in compliance with Intuit policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience providing holistic tax advisory services beyond filing.

• Passionate about helping customers overcome taxation complexities.
• Dedicated to local community engagement and building Intuit’s presence.
• Entrepreneurial and self‑driven mindset for growing a customer portfolio.
• Exceptional customer service with high empathy and professional demeanor.
• Excited to be showcased in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work independently in a fast‑paced environment while managing multiple priorities.
• Proficiency with technology, including tax 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

This position is eligible for a cash bonus, equity rewards, and benefits in accordance with Intuit’s applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular equity comparisons across categories of ethnicity and gender.