Join Our Team as a Tax Specialist!

Intuit is looking for dedicated individuals to become part of our dynamic team as TurboTax Live Seasonal Service Experts. This seasonal opportunity merges tax expertise with community engagement, assisting customers in managing their tax needs effectively. As a TurboTax Live - Seasonal Service Expert, you'll empower clients to achieve positive financial outcomes while supporting our mission of Powering Prosperity Around the World.

About the Role:

In this on-site position, you will serve clients at a TurboTax location, assisting them both in-person and virtually using Intuit TurboTax products. Your role will involve delivering comprehensive tax return preparation, expert advice, calculations, and software support. It's essential to understand each client's unique situation and connect with them personally, easing any stress associated with tax season. Whether dealing with simple W2 filings, significant life events, or complex situations like business income or investments, you will be their trusted expert.

You'll also play a critical part in expanding the TurboTax client base within the community, fostering long-term relationships, and enhancing customer loyalty. TurboTax will equip you with essential tools, a straightforward playbook, and dedicated support to ensure your success.

What You'll Do:

  • Provide Tax Expertise: Offer hands-on tax advice and complete preparation for TurboTax clients, covering a range of scenarios from simple to intricate tax situations including personal and business income, deductions optimization, and amendments. Conduct discovery sessions and tax reviews to optimize deductions and minimize tax liabilities while delivering tailored future tax planning advice.
  • Be a Community Ambassador: Embrace the role of a community ambassador with a business ownership mindset to build a robust customer base for TurboTax. Actively engage with potential clients, nurture leads, and convert them into long-term relationships through outreach and local events.
  • Educate and Communicate: Enthusiastically represent TurboTax in your community by hosting educational events and engaging in local marketing efforts, making taxes accessible and understandable.
  • Build Relationships: Connect empathetically with clients, addressing their financial concerns and establishing trust that fosters enduring client relationships.
  • Deliver an Exceptional Customer Experience: Create a best-in-class customer experience by genuinely assisting clients in achieving their financial goals. Interact with customers both in-person and through our advanced video communication tools to tackle their tax-related challenges.

Who You Are:

  • Hold valid credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with robust tax preparation experience and knowledge of tax laws.
  • Possess an active Preparer Tax Identification Number (PTIN).
  • Have at least 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional tax software.
  • Familiarity with Circular 230.
  • Willingness to work a minimum of 24 hours per week at a TurboTax location.
  • Interest in building a local and online presence as a TurboTax Expert.
  • Bilingual (English/Spanish) skills are a plus.
  • Experience in providing holistic tax advisory services beyond just filing.

Attributes & Skills:

  • Passionate about helping customers navigate tax complexities.
  • Enthusiastic about community engagement and building Intuit's local presence.
  • Self-driven with an entrepreneurial mindset.
  • Exceptional customer service skills with a friendly demeanor.
  • Strong verbal and written communication abilities.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficient in technology, including tax preparation software and CRM tools.

Additional Requirements:

  • Must reside in the United States.
  • Must possess relevant state licenses, certificates, permits, or bonds.

Intuit offers a competitive compensation package, including cash bonuses, equity rewards, and benefits. Expect a base pay range based on location and experience. Join us in making a positive impact on people's financial futures!