Senior Tax Professional - Tax

Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

Intuit is looking for dedicated Turbo Tax Live Seasonal Local Service Experts to serve customers in person and virtually from U.S. Turbo Tax locations on a seasonal basis. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

As a seasonal tax expert, you will work on‑site from a Turbo Tax location, providing full‑service tax return preparation, advice, calculations, and software/product support. You will handle everything from simple W‑2 filings to complex scenarios such as business income, amendments, and investments.

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

• Provide tax expertise and complete preparation services for Turbo Tax clients, handling simple to complex situations, facilitating discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds and give future tax planning advice.
• Serve as a proactive community ambassador, cultivating a robust customer base, engaging new prospects, nurturing leads, and converting them into long‑term clients.
• Represent Turbo Tax confidently in the local community, host learning events, participate in marketing efforts, demystify taxes, and make them accessible.
• Build relationships with clients, demonstrate understanding of their financial concerns, and turn a one‑time transaction into a multi‑year loyalty.
• Deliver a best‑in‑class customer experience, interacting with customers in person and using Intuit’s video tools to address inquiries and help them overcome tax challenges.

• Active, unrestricted credentials: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Active PTIN as required by law.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 returns per season using professional tax software.
• Familiarity with Circular 230.
• Available to work a static weekly schedule with a minimum of 24 hours per week at a Turbo Tax location.
• Willing and available to build a local and online social presence as a Turbo Tax Expert in accordance with Intuit policies.
• Proficiency in English;
  Spanish is a plus.
• Experience in holistic tax advisory services beyond filing.

• Passionate about empowering customers and helping them navigate complex taxation.
• Committed to local community engagement and marketing.
• 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, including tax software and CRM/sales tools.

• Must reside within the United States.
• Must possess or be able to obtain any relevant state licenses, certificates, permits, or bonds.

Base pay ranges by region:
Bay Area, CA $30.60‑$36.10;
Southern CA $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. The position is eligible for cash bonus, equity rewards, and benefits. Compensation is based on job‑related knowledge, skills, experience, and location.