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Turbotax Live Jobs (NOW HIRING)

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 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 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 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 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 ...

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Turbotax Live information

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.

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.

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.

How to become a TurboTax Live expert?

To become a TurboTax Live expert, candidates typically need strong tax knowledge, often demonstrated through relevant certifications such as Enrolled Agent or CPA. Experience with tax preparation and customer service is also important, along with proficiency in tax software and communication skills. Training is provided by TurboTax to prepare new experts for the role.
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:

Infographic showing various Turbotax Live job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 67% Full Time, 29% Part Time, and 3% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution.

Senior Financial Analyst at Intuit San Diego, CA

Discovery Senior Living Holdings, LLC

San Diego, CA • On-site

$85 - $120/hr

Other

Posted 4 days ago


Discovery Senior Living rating

5.9

Company rating: 5.9 out of 10

Based on 75 frontline employees who took The Breakroom Quiz

133rd of 242 rated social care providers


Job description

Senior Financial Analyst job at Intuit. San Diego, CA.

Overview

We are seeking a Sr. Financial Analyst to support TurboTax Live, our tax preparation portfolio that connects customers with experts. TurboTax Live is an engine for business growth with a 5-year revenue CAGR of +38%. The analyst will partner deeply with Product, Analytics, Marketing, and other cross‑functional teams to plan for and deliver against key targets and outcomes for the upcoming tax season. We are looking for an analyst with a proven record of delivering data‑driven insights with urgency, crafting powerful messages that drive change, and demonstrating deep customer empathy.

What you'll bring
  • 3‑5 years of Finance experience in corporate or strategic finance, preferably in consulting or banking
  • Demonstrated excellent strategic thought leadership skills, as well as strong financial and analytical skills
  • Experience transforming complex data to clear takeaways and insights
  • Ability to influence all levels of leadership to drive actions, behaviors, decisions, and business outcomes
  • Advanced proficiency in Microsoft Excel to analyze complex business scenarios by building/improving financial models
  • Proficiency in SQL
  • Highly motivated, self‑starter with the ability to work independently in a fast‑paced environment, simultaneously manage several priorities, and challenge the status quo to lead change and operational improvements
  • Strong written and oral communication skills with experience in presenting to business partners with confidence, conviction, and credibility
  • BS/BA in Finance, Accounting, Business, or Economics preferred or equivalent work experience
How you will lead
  • Strategic planning: Be a trusted advisor to the TurboTax Live leadership team to develop and refine our long‑term strategic plans, proactively highlighting risk and opportunities related to business growth and driving optimal investment decisions through data‑driven insights and business modeling expertise
  • Data‑driven insights: Drive various analyses that deliver data‑driven insights in a coherent and structured manner to promote decision making and business outcomes that accelerate our growth trajectory
  • Operational excellence: Partner with the Product, Analytics, and Marketing partners to develop and monitor key performance indicators to drive timely insights and decision‑making to achieve our strategic and financial plans.
  • Modeling: Work with partners to create financial models to analyze complex business scenarios that drive and inform our go‑to‑market strategy
  • Process improvement: Drive efficiencies and continuous improvement by streamlining, standardizing, and automating processes and reporting requirements

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.

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