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Turbotax Live Jobs (NOW HIRING)

Intuit

Director, HRBP - Consumer Group

Oakland, CA · Hybrid

Intuit TurboTax Live - which pairs AI with human tax experts - grew 47% in FY25 and now represents roughly 40% of total Consumer Group revenue. This hybrid role will focus on the Personal Finance ...

Intuit

Director, HRBP - Consumer Group

Oakland, CA · On-site

Intuit TurboTax Live - which pairs AI with human tax experts - grew 47% in FY25 and now represents roughly 40% of total Consumer Group revenue. This hybrid role will focus on the Personal Finance ...

Intuit

Director, HRBP - Consumer Group

San Diego, CA · Hybrid

$240K - $339K/yr

Intuit TurboTax Live -- which pairs AI with human tax experts -- grew 47% in FY25 and now represents roughly 40% of total Consumer Group revenue. This hybrid role will focus on the Personal Finance ...

Intuit

Director, HRBP - Consumer Group

Oakland, CA · Hybrid

$240K - $339K/yr

Intuit TurboTax Live -- which pairs AI with human tax experts -- grew 47% in FY25 and now represents roughly 40% of total Consumer Group revenue. This hybrid role will focus on the Personal Finance ...

Intuit

Director, HRBP - Consumer Group

San Diego, CA · Hybrid

Intuit TurboTax Live - which pairs AI with human tax experts - grew 47% in FY25 and now represents roughly 40% of total Consumer Group revenue. This hybrid role will focus on the Personal Finance ...

Intuit

Director, HRBP - Consumer Group

Oakland, CA · On-site

Intuit TurboTax Live - which pairs AI with human tax experts - grew 47% in FY25 and now represents approximately 40% of total Consumer Group revenue. Serving approximately 100 million customers ...

Intuit

Director, HRBP - Consumer Group

San Diego, CA · On-site

Intuit TurboTax Live - which pairs AI with human tax experts - grew 47% in FY25 and now represents approximately 40% of total Consumer Group revenue. Serving approximately 100 million customers ...

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Turbotax Live information

What is the difference between Turbotax Live vs Tax Preparer?

AspectTurbotax LiveTax Preparer
CredentialsTypically requires a CPA, EA, or enrolled agent certificationOften requires a preparer credential, such as a PTIN, with some having CPA or EA certifications
Work EnvironmentRemote or in-office, using software to prepare taxesIn-office or remote, preparing taxes for clients directly
Employer & IndustryTax software company (Intuit), serving individual taxpayersTax firms, accounting firms, or independent work
Search & Comparison IntentUnderstanding online tax assistance servicesComparing professional tax preparation roles

While Turbotax Live offers virtual tax assistance through certified professionals, traditional tax preparers work directly with clients in person or remotely. Both roles require tax knowledge and credentials, but Turbotax Live emphasizes online, software-driven support, whereas tax preparers often provide personalized, in-person services.

What are common challenges faced by tax experts working with TurboTax Live, and how can they be managed?

Tax experts working with TurboTax Live often encounter the challenge of addressing a high volume of diverse customer inquiries within tight deadlines, especially during peak tax season. They must stay current with frequent changes in tax laws and effectively communicate complex tax concepts to clients with varying levels of understanding. Managing multiple live consultations while ensuring accurate, compliant advice requires strong organizational and multitasking skills. Building rapport quickly and maintaining professionalism in a virtual environment are also important for client satisfaction.

How to become a TurboTax Live expert?

To become a TurboTax Live expert, candidates typically need relevant tax preparation experience, strong knowledge of tax laws, and proficiency with tax software. Certification as a tax preparer, such as the IRS Preparer Tax Identification Number (PTIN), is often required, along with excellent communication skills and the ability to work flexible hours. Training is usually provided by TurboTax or its parent company, Intuit, to ensure familiarity with their platform and procedures.

What is TurboTax Live?

TurboTax Live is an online tax preparation service that connects users with certified tax experts, such as CPAs and Enrolled Agents, who provide live assistance and review tax returns before filing. Users can get answers to tax questions, have their taxes reviewed for accuracy, or even have an expert prepare and file their taxes for them. This service is designed to give users confidence and support throughout the tax filing process, ensuring their returns are accurate and maximizing potential refunds.

What skills and qualifications are needed to thrive as a TurboTax Live tax expert?

To thrive as a TurboTax Live Tax Expert, you need a strong background in tax preparation, relevant certifications such as CPA, EA, or tax preparer licenses, and in-depth knowledge of IRS regulations. Familiarity with tax preparation software, especially TurboTax, and secure communication platforms is essential. Excellent customer service, clear communication, and the ability to explain complex tax concepts in simple terms are crucial soft skills for this role. These skills ensure accurate tax filing, client satisfaction, and compliance with tax laws in a remote, client-facing environment.
More about Turbotax Live jobs
What cities are hiring for Turbotax Live jobs? Cities with the most Turbotax Live job openings:
What states have the most Turbotax Live jobs? States with the most job openings for Turbotax Live jobs include:
What job categories do people searching Turbotax Live jobs look for? The top searched job categories for Turbotax Live jobs are:
Turbotax Live jobs near you
Infographic showing various Turbotax Live job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 28% Part Time, and 3% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution.

Staff Business Data Analyst - Network Headcount/Resource Planning (Consumer Group)

Intuit

San Diego, CA • On-site

$151K - $204K/yr

Full-time

Posted 23 days ago

Intuit rating

8.4

Company rating: 8.4 out of 10

Based on 91 frontline employees who took The Breakroom Quiz

87th of 242 rated software companies

Job description

Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.
The Staff Business Data Analyst on Intuit's Modern Ops Expert Planning team plays a critical role in shaping how we deliver world-class customer experiences at scale. This role leads the development and standardization of optimized network plans across Intuit's Consumer Group (CG) operations - the TurboTax and TurboTax Live tax business, setting the analytical foundation that balances customer experience, employee experience, and cost efficiency. It drives cross-functional alignment on capacity planning assumptions, defines the KPI frameworks and success criteria that anchor strategic decisions for new product and channel rollouts, and ensures operational readiness through rigorous analysis, forecasting, and process standardization. Operating at the intersection of data, delivery, and strategy, this role partners closely with and influences Director+ stakeholders across Product, Service Delivery, Partner Management, Talent Acquisition, and Finance, and actively mentors junior analysts to raise the bar on team capability.
Responsibilities
  • Define and own optimized headcount, hiring, and capacity planning frameworks at the IG level, balancing service levels, employee experience, and cost outcomes across Consumer Group (TurboTax / TurboTax Live) tax operations - and provide thought partnership to Director+ business leaders on how best to harness available data in support of critical planning needs
  • Lead capacity risk identification and mitigation across multiple concurrent initiatives, proactively surfacing roadblocks, managing cross-functional dependencies, and driving stakeholders toward resolution
  • Develop KPI frameworks and success criteria that set the planning standard, contributing toward VP-level goals; define and standardize metrics, reporting, and decision-making infrastructure across the organization
  • Partner with and influence internal technology teams to implement new planning tools, data enhancements, and automation capabilities - with a scale mindset toward solutions others can adopt
  • Lead operational impact assessments for consumer tax product, skill, and channel launches; integrate new initiatives into long-term capacity plans and present findings to senior stakeholders for sign-off
  • Build and maintain E2E resource and delivery plans in collaboration with cross-functional teams across Demand Planning, Topology, Service Delivery, Partner Management, Talent Acquisition, and Finance; align on staffing strategies grounded in historical trend analysis and forward-looking demand forecasts
  • Operate AI/GenAI and BI tools to solve for initiative-level planning outcomes
  • Lead process and reporting standardization efforts; identify and document the E2E vision for scaling solutions with a clear view of tradeoffs
  • Mentor junior analysts on technical execution, storytelling, and stakeholder influence - actively contributing to team growth and analytical capability

Qualifications
  • 5+ years of experience in capacity planning, workforce management, or labor modeling, with demonstrated ownership of complex, multi-stakeholder initiatives
  • 3+ years of program or project management experience, including leading cross-functional delivery in ambiguous environments
  • Advanced proficiency with Excel and SQL; working knowledge of big data tools (e.g., Redshift, Spark) and BI platforms (e.g., Tableau, Qlik)
  • Demonstrated ability to define KPI frameworks, model complex capacity scenarios, and translate findings into clear recommendations for Director+ and senior leaders
  • Strong storytelling and communication skills with proven ability to drive alignment and influence decisions across competing priorities and stakeholder groups
  • Track record of building scalable analytical frameworks, tools, or processes adopted beyond the immediate team
  • Experience mentoring or developing junior analysts preferred

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Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may 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 ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
The expected base pay range for this position is:
San Diego $151,000 - $204,000

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