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Tax Expert - Onsite

Tax Expert - Onsite

test3Caldwell, ID, US
8 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Join Us as a Tax Expert at Intuit!

Are you ready to make a difference in your community while showcasing your tax expertise? As a TurboTax Live Seasonal Local Service Expert , you'll provide both on-site and virtual tax preparation services, helping clients navigate everything from simple to complex tax situations. This is more than just a job; it's an opportunity to be a community ambassador, build lasting relationships, and promote TurboTax through engaging events and outreach.

About the Role

At Intuit, we’re looking for passionate individuals to join our dynamic team as TurboTax Live Seasonal Local Service Experts . This seasonal role allows you to combine your tax knowledge with an entrepreneurial spirit and community engagement, empowering customers to achieve positive financial outcomes. You’ll be a trusted advisor, helping clients navigate their tax needs while supporting our mission of “Powering Prosperity Around the World.”

Your Responsibilities

  • Provide Tax Expertise : Offer hands-on tax advice and complete preparation services for TurboTax clients, handling a variety of tax situations. Use your knowledge to uncover deductions, minimize liabilities, and maximize refunds.
  • Be a Proactive Community Ambassador : Cultivate a robust customer base by actively engaging with prospects and nurturing leads. Organize local events to create opportunities for customer engagement.
  • Educate and Communicate Confidently : Represent TurboTax in your community by hosting learning events and participating in local marketing efforts, making taxes accessible and approachable.
  • Build Relationships : Connect with clients, understand their financial concerns, and foster long-term trust that turns one-time transactions into loyal relationships.
  • Deliver a Best-in-Class Customer Experience : Create exceptional experiences for clients, helping them achieve their financial goals while addressing their inquiries through both in-person and virtual interactions.

Who You Are

  • Possess active, unrestricted credentials : EA, CPA, or Practicing Attorney with strong tax preparation experience.
  • Hold an active Preparer Tax Identification Number (PTIN).
  • Have a minimum of 2 years of experience filing 30 or more federal and state individual 1040 tax returns per season.
  • Willing to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location.
  • Bilingual (English / Spanish) communication skills are a plus.
  • Attributes & Skills

  • Passionate about empowering customers and simplifying the complexities of taxation.
  • Entrepreneurial mindset with a drive to grow your customer portfolio.
  • Exceptional customer service skills and a friendly, professional demeanor.
  • Strong verbal and written communication skills.
  • Proficient with technology, including tax preparation software and CRM tools.
  • Working Conditions

    This role requires an onsite presence at a TurboTax location in the United States on a seasonal basis. You will be part of a supportive team that provides you with the tools and resources needed for success.

    What We Offer

    Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. The expected base pay range varies by location :

  • 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
  • This position is also eligible for cash bonuses, equity rewards, and benefits, in accordance with our plans and programs.

    Keywords

    tax preparation, tax advisor, TurboTax, tax return, tax filing, tax planning, IRS regulations, customer service, community engagement, financial advice, seasonal tax expert

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    Onsite • Caldwell, ID, US

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