Tax Expert - Local

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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 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 leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to understand each customer’s unique situation and connect with them on a personal level is critical to alleviating stress when tackling taxes.

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 while growing Turbo Tax’s client base within the local community by establishing long‑term relationships and driving customer loyalty.

• Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador – Embody a “community ambassador” and “business owner” mindset to cultivate a robust customer base for Turbo Tax. Serve as the local face of Turbo Tax, actively engaging with new prospects, nurturing leads, and converting them into long‑term clients through proactive outreach. Organize local events to create opportunities for customer engagement.
• Educate and Communicate Confidently – Represent Turbo Tax in your local community with confidence. Host engaging learning events, participate in local marketing efforts, and demystify taxes to make them accessible and approachable.
• Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best‑in‑Class Customer Experience – Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals. Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools, addressing inquiries and helping them overcome tax‑related challenges.

• Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation 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 your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community.
• 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.
• Ex…