Tax Expert (Santa Rosa)

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts 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 TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World.

About the Role :

In this role, you will work on-site from a TurboTax location, serving 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 customers unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients.

Additionally, you will play a key role in growing TurboTaxs client base within the local community, establishing long-term relationships, and driving customer loyalty. TurboTax will provide a straightforward playbook, essential tools, and dedicated support to facilitate your success.

This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.

What Youll Do :

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.

Be a Proactive Community Ambassador - Embody a community ambassador and business owner mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.

Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.

Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.

Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). - Interact with customers both in-person and through Intuits state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.

Who You Are :

Possess active, unrestricted credentials : EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.

Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

Minimum of 2 years of paid experience filing 30 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 24 hours per week at a TurboTax location

Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuits policies

Bilingual (English / Spanish) communication skills are a plus

Experience in holistic tax advisory services beyond tax filing

Attributes & 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 Intuits 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).

Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.

Exceptional customer service skills, high empathy, and a friendly, professional demeanor.

Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.

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.

Additional Requirements :

Must reside within the United States.

Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is :

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 will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit : Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

What you'll bring

How you will lead

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