Tax Expert - Tax

Tax Expert – 2+ Years Paid Tax Experience Required

4 days ago
• Be among the first 25 applicants

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. 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.”

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 demonstrate understanding of each customer’s unique situation and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

You will assist with simple W-2 filings, navigate life events such as marriage, children, elder care, and handle more complex scenarios such as business income, amendments, or investments. 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 nonexempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

• Provide Tax Expertise – Give hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex tax situations.
• Be a Proactive Community Ambassador – Embody a “community ambassador” 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.
• 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.
• Build Relationships – Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build long‑term trust.
• Deliver a Best‑in‑Class Customer Experience – Create an exceptional experience through professionalism and genuine interest in helping clients achieve their goals.

• Possess active, unrestricted credentials: EA, CPA, 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.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using 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, creating accessible tax‑related content 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 navigate taxation complexities.
• Committed to the local community and excited to engage and build Intuit’s presence.
• Entrepreneurial and self‑driven with a business ownership mindset.
• Exceptional customer service skills, high empathy, and a friendly professional demeanor.
• Thrives in fast‑paced, independent work and manages 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 per hour
• Southern California: $30.60 – $36.10 per hour
• Colorado: $29.20 – $34.50 per hour
• Hawaii:…