Tax Expert - Onsite

Overview

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.

You will work on‑site from a Turbo Tax location, serving customers both in‑person and virtually using Intuit Turbo Tax products. Your responsibilities include providing full‑service tax return preparation, tax advice, calculations, and software/product support. You will help customers with simple W‑2 filings, life events (marriage, children, elder care), and more complex scenarios such as business income, amendments, or investments. Additionally, you will grow Turbo Tax’s client base within the local community, establishing long‑term relationships and driving customer loyalty.

This role is non‑exempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

• Provide tax expertise and hands‑on tax advice, completing preparation services for Turbo Tax clients, handling simple to complex tax situations.
• Be a proactive community ambassador, serving as the local face of Turbo Tax and cultivating a robust customer base through outreach and events.
• Educate and communicate confidently, hosting learning events and demystifying taxes for the community.
• Build relationships, demonstrating sensitivity to clients’ financial concerns and fostering long‑term trust.
• Deliver a best‑in‑class customer experience, interacting with customers both in‑person and via Intuit’s video tools.

• Possess active, unrestricted credentials as an EA (Enrolled Agent), CPA, or Practicing Attorney.
• Have an active Preparer Tax Identification Number (PTIN) as required by law.
• Have at least 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season.
• Familiarity with Circular 230.
• Will willing and available to work a static weekly schedule of at least 24 hours per week at a Turbo Tax location.
• Interested in building a local and online social presence as a Turbo Tax Expert.
• English/Spanish bilingual communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

• Passionate about empowering customers and overcoming tax complexities.
• Eager to engage with the local community and build Intuit’s presence.
• Entrepreneurial and self‑driven with a business‑ownership mindset.
• Exceptional customer service skills, high empathy, friendly 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.
• Proficient with 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: $30.60 – $36.10 per hour
• Illinois: $29.20 – $34.50 per hour
• Maryland: $29.20 – $34.50 per hour
• Massachusetts: $30.60 – $36.10 per hour
• Minnesota: $26.20 – $30.90 per hour
• New Jersey: $30.60 – $36.10 per hour
• New York: $30.60 – $36.10 per hour
• Ohio: $26.20 – $30.90 per hour
• Vermont: $29.20 – $34.50 per hour
• Washington: $30.60 – $36.10 per hour
• Washington DC: $29.20 – $34.50 per hour

This position will be eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. Pay is based on job‑related knowledge, skills, experience, and work location. Intuit conducts regular pay‑equity comparisons across categories to promote fairness.