Overview
Are you a tax expert looking to make a real difference in people's lives? Join Intuit's dynamic team as a TurboTax Live Seasonal Local Service Expert! This seasonal opportunity allows you to combine your tax knowledge with an entrepreneurial spirit, helping customers understand and navigate their tax needs. Be part of Intuit's mission to Power Prosperity Around the World.
About the Role :
In this engaging role, you will work onsite from a TurboTax location, assisting customers both in-person and virtually with Intuit TurboTax products. You'll leverage your tax expertise to provide comprehensive tax return preparation, advice, calculations, and software support. Your ability to connect with customers on a personal level will alleviate their stress about taxes, from simple W2 filings to complex scenarios involving business income, amendments, or investments. As a trusted expert, you'll help clients achieve positive financial outcomes and establish long-term relationships within the community.
What You'll Do :
- Provide Tax Expertise - Offer hands-on tax advice and preparation services for TurboTax clients, handling simple and complex tax situations to uncover deductions and minimize tax liabilities.
- Be a Proactive Community Ambassador - Cultivate a robust customer base for TurboTax by actively engaging with new prospects and nurturing leads into long-term clients through outreach and local events.
- Educate and Communicate Confidently - Represent TurboTax enthusiastically in your community by hosting events, participating in marketing efforts, and making taxes accessible and approachable.
- Build Relationships - Connect with clients, understanding their financial concerns to turn one-time transactions into loyal, multi-year relationships.
- Deliver a Best-in-Class Customer Experience - Create exceptional customer experiences by genuinely helping clients achieve their financial goals and addressing their inquiries through personalized communication.
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 paid experience preparing 30 or more federal and state individual 1040 tax returns per tax season.Familiarity with Circular 230 is advantageous.Willing to commit to a min of 24 hours per week at a TurboTax location during the season.Interested in creating accessible tax-related content for your community.Bilingual (English / Spanish) communication skills are a plus.Attributes & Skills :
Genuinely passionate about empowering customers through tax complexities.Enthusiastic about engaging with your local community and building TurboTax's presence.Entrepreneurial mindset focused on growing your customer portfolio.Exceptional customer service skills, empathy, and professionalism.Strong verbal and written communication skills.Capable of working independently in a fast-paced environment while managing multiple priorities.Proficient with tax preparation software and CRM / sales tools.Additional Requirements :
Must reside within the United States.Possess or be able to obtain any required state licenses, certificates, permits, or bonds.Join us at TurboTax, where we provide a competitive compensation package and a rewarding work environment. Expected base pay varies by location and includes performance rewards, cash bonuses, and equity opportunities. Explore your potential with Intuit and help make taxes easier for everyone!