[Urgent Search] Seasonal Tax Expert - Local
Company: Intuit
Location: Chesapeake
Posted on: August 30, 2025
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Job Description:
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 Intuit’s 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 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. 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 TurboTax’s 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 You’ll 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 Intuit’s 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 Intuit’s 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 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). - 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
Keywords: Intuit, Newport News , [Urgent Search] Seasonal Tax Expert - Local, Customer Service & Call Center , Chesapeake, Virginia