Community Tax Advisor
beBeeTax - Elgin, IL
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Empower Your Community as a Tax Advisor At Intuit, were seeking dedicated individuals to join our dynamic team as TurboTax Live Seasonal Local Service Advisors. This unique opportunity combines tax expertise with community engagement to help customers navigate their tax needs.In this role, 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: As a TurboTax Live - Seasonal Local Service Advisor, 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.Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.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.Requirements and Qualifications: To be successful in this role, you will need: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.Bilingual (English/Spanish) communication skills are a plus.Experience in holistic tax advisory services beyond tax filing.Benefits: As a TurboTax Live - Seasonal Local Service Advisor, youll receive access to exceptional seasonal company benefits and resources, including: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, ongoing collaboration opportunities with TurboTaxs network of growth-minded professionals, and marketing support.Attributes & Skills: Were looking for candidates who possess:Passionate about empowering customers and helping them overcome the complexities of taxation.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.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.
Created: 2025-10-01