Seasonal Tax Expert - Local
Listed on 2026-01-12
-
Finance & Banking
Tax Accountant, Tax Advisor, Accounting & Finance
Seasonal Tax Expert - Local
Join Intuit as a dedicated Turbo Tax Live Seasonal Local Service Expert, providing top‑tier tax preparation and advice at one of our new Turbo Tax locations across the United States on a seasonal basis.
OverviewIntuit seeks highly motivated individuals to serve as trusted tax advisors, supporting customers in navigating tax needs while strengthening Intuit’s mission of “Powering Prosperity Around the World.”
About the RoleWork on‑site from a Turbo Tax location, serving customers in‑person and virtually using Intuit Turbo Tax products. Provide full service tax return preparation, tax advice, calculations, and software/product support for a range of situations—from simple W‑2 filings to complex business income, amendments, or investment returns. Build local relationships, grow the client base, and drive loyalty.
This is a non‑exempt, seasonal position requiring onsite presence in the United States.
Responsibilities- Provide tax expertise – give hands‑on advice and complete preparation services for Turbo Tax clients, handling simple to complex situations. Facilitate discovery sessions and reviews to uncover deductions, minimize liabilities, and provide future planning.
- Be a proactive community ambassador – cultivate a robust client base, actively engage prospects, nurture leads, and convert them into long‑term clients. Organize local events with Turbo Tax support.
- Educate and communicate confidently – represent Turbo Tax in the community, host learning events, participate in marketing efforts, and demystify taxes.
- Build relationships – connect with people, demonstrate understanding and sensitivity to financial concerns, and build long‑term trust.
- Deliver a best‑in‑class customer experience – create exceptional professionalism and genuine interest in helping clients achieve goals such as savings, retirement, college funds, weddings, or vacations. Interact in‑person and via state‑of‑the‑art video tools.
- 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).
- Minimum 2 years of paid experience filing 30+ federal and state individual 1040 returns with 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.
- Bilingual (English/Spanish) communication skills are a plus.
- Experience in holistic tax advisory services beyond filing.
- Passionate about empowering customers.
- Motivated to engage with the local community.
- Entrepreneurial mindset for customer portfolio growth.
- Exceptional customer service skills, empathy, and professionalism.
- Excited to be featured in Turbo Tax Live marketing efforts.
- Strong verbal and written communication.
- Ability to work independently in a fast‑paced environment.
- Proficient with tax software and CRM/sales tools.
- Must reside within the United States.
- Must possess or be able to obtain any required state licenses, certificates, permits, or bonds.
Intuit offers a competitive pay‑for‑performance package. Base pay varies by location:
- 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
Entry level
Employment TypePart‑time
Job FunctionAccounting/Auditing and Finance – Software Development
#J-18808-Ljbffr(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).