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Tax Advisor - Seasonal Expert
Tax Advisor - Seasonal ExpertIntuit • San Jose, CA, United States
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Tax Advisor - Seasonal Expert

Tax Advisor - Seasonal Expert

Intuit • San Jose, CA, United States
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Overview

Intuit is looking for motivated individuals to join our team as TurboTax Live Seasonal Experts. This seasonal opportunity allows you to leverage your tax knowledge and community engagement skills to assist clients with their tax needs. As a TurboTax Live Seasonal Expert, you will empower customers by providing top-notch tax support while contributing to our mission of "Powering Prosperity Around the World."

About the Role :

In this role, you'll work directly with customers at a TurboTax location, both in-person and virtually. Your expertise will help clients with tax return preparation, advice, and software support. You'll be key in addressing various tax scenarios, from simple W2 filings to more intricate cases involving business income, amendments, or investments. Plus, you'll help build TurboTax's presence in your community and foster long-term client relationships.

What You'll Do :

  • Provide Tax Expertise : Offer comprehensive tax advice and preparation services, managing both simple and complex tax situations. Help clients discover deductions, minimize liabilities, and maximize refunds.
  • Act as a Community Ambassador : Bring an entrepreneurial spirit to establish a strong TurboTax presence in your area. Engage with potential clients, nurture leads, and organize local outreach events.
  • Educate and Communicate : Represent TurboTax enthusiastically. Host educational events, assist with local marketing, and simplify tax concepts for your community.
  • Build Relationships : Cultivate trust and understanding with clients, transforming one-time transactions into lasting partnerships.
  • Deliver a Top-Notch Customer Experience : Ensure clients receive exceptional service and support for their financial goals through both in-person and virtual interactions.

Who You Are :

  • Holders of active credentials : EA, CPA, or Practicing Attorney with solid tax preparation experience.
  • Possess an active PTIN necessary for filing taxes.
  • A minimum of 2 years of experience in preparing 30 or more federal and state individual 1040 tax returns in a professional setting.
  • Familiarity with Circular 230.
  • Available to work a fixed schedule of at least 24 hours per week.
  • Interested in creating local and online tax-related content for your community.
  • Bilingual skills (English / Spanish) are a plus.
  • Experience in comprehensive tax advisory services beyond filing.
  • Attributes & Skills :

  • Passionate about helping clients with taxation complexities.
  • Excited about community involvement and events.
  • Driven and entrepreneurial with a goal of growing your customer portfolio.
  • Excellent customer service abilities with empathy and professionalism.
  • Strong communication skills—both verbal and written.
  • Able to thrive in a fast-paced environment with multiple priorities.
  • Technology proficient, especially with tax software and CRM tools.
  • Additional Requirements :

  • Must reside within the United States.
  • Must acquire any necessary State licenses or permits.
  • Intuit offers competitive pay based on factors such as experience and location. Compensation varies by area, for example :

  • Bay Area, California : $30.60 - $36.10
  • Southern California : $30.60 - $36.10
  • Colorado : $29.20 - $34.50
  • This position is eligible for bonuses, equity rewards, and benefits according to company plans.

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    Tax Advisor • San Jose, CA, United States

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