Expert Seasonal Tax Advisor

Job Overview We are seeking highly motivated and experienced tax professionals to join our team as Seasonal Tax Advisors. This is a unique opportunity to combine tax expertise with community engagement to help customers navigate their tax needs."> As a Seasonal Tax Advisor, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting our mission of Powering Prosperity Around the World. About the Role: In this role, you will work on-site from a local location, serving customers both in-person and virtually using our tax preparation software. You will leverage your tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support.Key Responsibilities Include:• Provide hands-on tax advice and complete preparation services for 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.• Be a proactive community ambassador, embodying a community ambassador and business owner mindset to cultivate a robust customer base for our tax services. Serve as the local face of our brand, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.• Educate and communicate confidently, enthusiastically representing our brand in your local community. This includes hosting engaging learning events, participating in local marketing efforts, and demystifying taxes to make them accessible and approachable.• Build relationships by connecting with people, demonstrating understanding and sensitivity to their financial concerns, and building long-term trust that turns a one-time transaction into a loyal, multi-year relationship.• Deliver a best-in-class customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).Required Skills and Qualifications: 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 local location. Interest in building a local and online social presence as a Seasonal Tax Advisor, creating accessible tax-related content and resources for your community in accordance with our policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Benefits: 401(k) Savings Plan with company matching. Paid sick time. Employee Stock Purchase Plan. E&O Insurance provided by Intuit. Employee Assistance Program. Discounts on Intuit products, including a free copy of TurboTax Live. Ongoing collaboration opportunities with Intuits network of growth-minded professionals. Marketing support. Others: 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.

Created: 2025-10-01