Tax Expert

About the role

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.”

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 (e.g., personal and business income, deductions optimization, amendments).
• Facilitate Discovery Sessions - Conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize Resources - Leverage government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to 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.
• Organize Local Events - Participate in organizing local events with the support of TurboTax to create opportunities for customer engagement.
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• Interact with Customers - Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools, addressing client inquiries while helping them overcome tax-related challenges.

Who You Are

• Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), 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 to file taxes.
• Minimum of 2 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.
• 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 overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• 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.

Pay

The expected base pay range for this position is as follows:

• Bay Area California: $30.60 - $36.10
• Southern California: $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