Tax Expert - Onsite - Tax

Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

Overview

Intuit seeks motivated individuals to join as Turbo Tax Live Seasonal Local Service Experts in new Turbo Tax locations across the U.S. In this seasonal role you provide tax expertise, support customers both in‑person and virtually, and help them achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

About The Role

You will work on‑site from a Turbo Tax location, serving customers in person and virtually using Intuit Turbo Tax products. Your tax expertise will be applied to full‑service tax return preparation, tax advice, calculations, and product support. You will handle simple W‑2 filings as well as more complex scenarios such as business income, amendments, or investments. Additionally, you will grow Turbo Tax’s client base within the local community, building long‑term relationships and driving customer loyalty.

What You’ll Do

• Provide tax expertise—deliver hands‑on tax advice and comprehensive preparation services for clients, handling simple to complex situations (personal and business income, deductions, amendments). Facilitate discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and provide future tax‑planning advice.
• Be a proactive community ambassador—cultivate a robust customer base, act as the local face of Turbo Tax, engage new prospects, nurture leads, and convert them into long‑term clients through outreach and local events.
• Educate and communicate confidently—represent Turbo Tax to the local community, host learning events, participate in marketing efforts, and demystify taxes.
• Build relationships—connect with people, understand and empathize with their financial concerns, and establish trust for long‑term loyalty.
• Deliver a best‑in‑class customer experience—interact with customers in person and via video tools, address inquiries, and help them overcome tax‑related challenges.

Who You Are

• Active, unrestricted credentials: EA (Enrolled Agent), CPA, or practicing attorney with strong tax preparation experience.
• Active PTIN as required by law.
• Minimum 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season.
• Familiarity with Circular 230.
• Availability for a static weekly schedule, minimum 24 hours per week at a Turbo Tax location.
• Interest in building a local and online presence, creating accessible tax content and resources for the community.
• Bilingual (English/Spanish) communication skills a plus.
• Experience in holistic tax advisory services beyond filing.

Attributes & Skills

• Passionate about empowering customers and overcoming tax complexities.
• Entrepreneurial, self‑driven with a business ownership mindset.
• Exceptional customer service, high empathy, friendly and professional demeanor.
• Strong verbal and written communication skills.
• Ability to work independently in a fast‑paced environment and manage multiple priorities.
• Proficient with technology, tax prep software, and CRM/sales tools.

Additional Requirements

• Must reside within the United States.
• Must possess or obtain any related state licenses, certificates, permits, or bonds.

Compensation & Benefits

Intuit offers a competitive pay‑for‑performance rewards approach. Base pay ranges by location:

• California (Bay & Southern): $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 cash bonus, equity rewards, and benefits, in accordance with applicable plans and programs.