Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Ambassador Experts (Local Ambassador Expert) in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Local Ambassador Expert, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.
You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software / product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.
What You Will Do :
Be a Proactive Community Ambassador :
- Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
- Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
- Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable.
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 and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.Deliver a Best in Class Customer Experience :
Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.Address client inquiries while helping them overcome tax-related challenges.Who You Are : Key Qualifications :
You possess an active, unrestricted credential : EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.Minimum of 3 years of paid experience filing 50 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 20 hours per week at a TurboTax location.Interest in building a local and online social presence as a TurboTax associate, 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 and 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).Excited to be showcased as a Local Ambassador Associate in local and national marketing efforts.Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.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.As a Seasonal employee, you're eligible for a robust package designed to support your financial, physical, and emotional well-being right away.
Financial Growth & Security :
401(k) Plan with Generous Match : Build retirement savings immediately with an Intuit match of $ 1.25$ for every $1 you contribute (up to 6% of eligible pay, max $10,000$ per year).Employee Stock Purchase Plan (ESPP) : Opportunity to purchase Intuit stock at a minimum 15% discount .Health & Work-Life Balance :
Mental Health Support : Access up to 12 counseling and 12 coaching sessions per year at no cost for you and your household members.Backup Care & Family Support : Valuable caregiver assistance through Bright Horizons , including backup child care.Paid Sick Time : Receive sick time to recover from illness, accrued at one hour for every 30 hours worked .Extra Perks :
Enjoy Intuit-exclusive discounts on a variety of products and services, including insurance for your auto, home, and pets.Earn seasonal bonuses based on performance.Note : This is a summary. Eligibility rules, plan maximums, and exclusions apply.
Additional Requirements :
Must reside within the United States.Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.Job Type : Temporary
Benefits :
401(k) matchingWork Location : In person
