About Intuit

Intuit is a global financial technology company dedicated to powering prosperity for people and businesses around the world. Through innovative products such as TurboTax, QuickBooks, and Mint, we provide intuitive tools and guidance to help individuals, self-employed professionals, and small businesses manage their finances, file taxes, and grow their businesses.

At Intuit, we value innovation, integrity, and inclusion, fostering a culture where employees are empowered to solve meaningful problems and make a real impact in the lives of our customers. Our team members enjoy opportunities for career growth, professional development, and the chance to work in a collaborative, supportive environment that encourages creativity, curiosity, and learning.

Whether it's helping clients navigate complex tax laws or providing cutting-edge financial solutions, Intuit is committed to creating products and experiences that improve financial confidence and prosperity for everyone.

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax 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 TurboTax 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.”

About the Role

In this role, you will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax 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. Whether assisting with simple W2 filings, navigating life events, or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.

Additionally, you will play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

What You'll Do

  • Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations. 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: Cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.

  • Educate and Communicate Confidently: Represent TurboTax in your local community, hosting engaging learning events, participating in local marketing efforts, and demystifying 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 customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Who You Are

  • Active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.

  • Active Preparer Tax Identification Number (PTIN).

  • Minimum of 2 years of paid experience filing 30+ federal and state individual 1040 tax returns per season.

  • Familiarity with Circular 230.

  • Willing and available to work a static weekly schedule with a minimum of 24 hours per week.

  • Interest in building a local and online social presence as a TurboTax Expert.

  • Bilingual (English/Spanish) communication skills are a plus.

  • Experience in holistic tax advisory services beyond tax filing.

Attributes & Skills

  • Passionate about empowering customers and helping them navigate complex taxation.

  • Entrepreneurial, self-driven, and proactive in building a customer portfolio.

  • Exceptional customer service, high empathy, and professional demeanor.

  • Strong verbal and written communication skills.

  • Ability to manage multiple priorities in a fast-paced environment.

  • Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements

  • Must reside within the United States.

  • Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Compensation & Benefits

  • Competitive pay based on location, knowledge, and experience (ranges from $26.20 – $36.10/hr depending on region).

  • Eligible for cash bonus, equity rewards, and benefits.

  • Opportunities for career advancement and professional development.