Overview
Intuit is looking for passionate individuals to join our dynamic team as TurboTax Live Seasonal Service Experts. This exciting role allows you to utilize your tax expertise while engaging with the community to help customers meet their tax needs. As a part of this dedicated team, you will play a crucial role in empowering clients towards positive financial outcomes and supporting Intuit's mission of "Powering Prosperity Around the World."
About the Role :
In this on-site position, you will work at a TurboTax location, assisting customers both in-person and virtually using Intuit TurboTax products. Your tax expertise will enable you to provide comprehensive tax return preparation, advice, calculations, and product support. Understanding each customer's unique situation and building personal connections with them are critical to easing the stress of tax season. Whether handling simple tax filings or more complex scenarios, you will be their trusted expert.
Additionally, you will be instrumental in expanding TurboTax's presence in your local community by building lasting relationships and driving customer loyalty. TurboTax will provide a detailed playbook, essential resources, and dedicated support to ensure your success.
What You'll Do :
- Provide Tax Expertise : Offer hands-on tax advice and complete services for clients, tackling a range of tax situations from personal income to business income. Conduct discovery sessions to identify deductions and provide future planning advice using various professional resources.
- Be a Community Ambassador : Adopt an ambassador mindset to grow TurboTax's customer base. Engage with prospects, nurture leads, and organize local events to strengthen community ties.
- Educate and Communicate : Represent TurboTax enthusiastically in your community, hosting events and creating approachable tax resources to demystify tax processes.
- Build Relationships : Connect with clients by understanding their financial concerns, establishing trust, and transforming one-time interactions into long-term relationships.
- Deliver Exceptional Customer Experience : Ensure a premium customer experience, showcasing professionalism while assisting clients in achieving their financial goals through various communication channels.
Who You Are :
Active, unrestricted credentials : EA, CPA, or Practicing Attorney with experience in tax preparation and knowledge of tax laws.Minimum 2 years of experience filing 30 or more federal and state 1040 tax returns per season using professional software.Ability to work a static weekly schedule of at least 24 hours.Bilingual (English / Spanish) communication skills are a plus.Attributes & Skills :
Passionate about helping customers navigate tax complexities.Entrepreneurial mindset focused on growing your customer portfolio.Strong customer service skills, empathy, and a friendly demeanor.Excellent communication skills.Proficient in technology, including tax preparation software and CRM tools.Additional Requirements :
Must reside in the United States.Must have or be able to obtain necessary State licenses, certificates, or permits.Intuit offers a competitive compensation package with a pay-for-performance approach. The expected base pay varies by state, and this position is eligible for bonuses, equity rewards, and benefits as per our plans.
This position is based at a TurboTax location, specifics will be communicated during the application process.