Tax Expert jobs in United States
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Intuit · 2 weeks ago

Tax Expert

positionPanama City, FL
timePart-time
remoteOnsite
seniorityEntry, Mid Level
money$30.60/hr - $36.10/hr
date2+ years exp

Intuit is seeking highly motivated individuals to join their team as TurboTax Live Seasonal Local Service Experts across the United States. This role involves providing tax expertise, serving customers in-person and virtually, and building long-term relationships within the community to support Intuit's mission of powering prosperity.

AccountingFinancial ServicesFinTechPaaSSoftware
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

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 Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges

Qualification

Tax ExpertiseEACPA credentialsTax preparation softwareHolistic tax advisoryBilingual (English/Spanish)Exceptional customer serviceProficient with technologyCommunication skills

Required

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 Intuit's policies
Must reside within the United States
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds

Preferred

Bilingual (English/Spanish) communication skills are a plus
Experience in holistic tax advisory services beyond tax filing

Benefits

Cash bonus
Equity rewards
Benefits

Company

Intuit

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Intuit provides financial software solutions to empower individuals and businesses.
dateFounded in 1983
location
Mountain View, California, USA
people-size10001+ employees
web-link
https://www.intuit.com

H1B Sponsorship

Intuit has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (693)
2024 (550)
2023 (586)
2022 (842)
2021 (773)
2020 (514)

Funding

Current Stage
Public Company
Total Funding
$8.52B
Key Investors
JP Morgan Chase
2025-01-31Post Ipo Debt· $4.5B
2023-09-12Post Ipo Debt· $4B
2011-01-19Post Ipo Equity· $6.7M

Leadership Team

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Sasan Goodarzi
Chief Executive Officer
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Alex Balazs
Chief Technology Officer
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Company data provided by crunchbase