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Job Opportunity

TurboTax Live Seasonal Local Service Experts serve as trusted advisors, empowering customers to achieve positive financial outcomes while supporting a mission of powering prosperity worldwide.

The role requires tax expertise to provide full-service tax return preparation, tax advice, calculations, and software/product support. Employees play a key role in growing the client base within the local community, establishing long-term relationships, and driving customer loyalty.

The ideal candidate possesses active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws. They must have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.

A 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 is necessary. Familiarity with Circular 230 is also required. Employees are willing and available to work a static weekly schedule with a minimum of 24 hours per week at a TurboTax location. Bilingual communication skills are a plus.

This is a seasonal opportunity to serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting a mission of powering prosperity around the world.

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.

You will play a key role in growing TurboTax's client base within the local community, establishing long-term relationships, and driving customer loyalty. A straightforward playbook and dedicated support will be provided to facilitate success.

• 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).
• Be a Proactive Community Ambassador: Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax.
• Educate and Communicate Confidently: Enthusiastically represent TurboTax in your local community, 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).

We are seeking highly motivated professionals to fill the role of Tax Expert . This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their financial needs.

As a trusted advisor, you will empower customers to achieve positive financial outcomes while supporting our mission. Your ability to demonstrate understanding of each customer's unique situation and connect with them on a personal level is critical to alleviating stress when tackling taxes.

Key responsibilities include:

• Providing Tax Expertise : Give hands-on tax advice and complete preparation services for clients, handling simple to complex tax situations.
• Community Ambassador : Embody a 'community ambassador' and 'business owner' mindset to cultivate a robust customer base. Serve as the local face of our organization, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach.
• Educate and Communicate Confidently : Enthusiastically represent our organization in your local community. You will confidently take on the role of its public face with the support, guidance, and resources provided by us.
• 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.

Requirements:

• 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.
• Interest in building a local and online social presence as a tax expert, creating accessible tax-related content and resources for your community in accordance with our policies.

Preferred qualifications include bilingual (English/Spanish) communication skills.

Empower customers to achieve positive financial outcomes by leveraging tax expertise, entrepreneurial spirit, and community engagement.

As a trusted advisor, you will provide full-service tax return preparation, advice, calculations, and software/product support. Demonstrating an understanding of each customer's unique situation and connecting with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

Work onsite from a dedicated location, serving customers both in-person and virtually using Intuit products. A strong understanding of tax laws and regulations, as well as excellent communication and interpersonal skills, are required. 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 provides 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.

Description

At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM) , you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success.

In this role, you’ll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you’ll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value.

A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You’ll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you’ll implement coaching plans that inspire your team to achieve personal and branch-wide goals.

To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you’ll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded.

As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • High School diploma or equivalent required
  • Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment
  • 4 years sales management experience in Retail or Branch Banking environment
  • Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
  • Drive an exceptional customer experience validated through customer satisfaction surveys
  • Maintain strong partnerships with community & civic organizations
  • Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS
• Preferred Qualifications
  • Associate’s or Bachelor’s degree preferred
  • Retail banking
  • Talent sourcing & assessment

Hours and Work Schedule

• Hours per Week: 40
• Work Schedule: Varies with branch needs and may include weekends and evenings

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Description

At Citizens, we’re focused on relationship-building and delivering exceptional customer experiences through every interaction. By fostering deep and lasting relationships, we drive customer loyalty while advancing our strategic goals to acquire, retain, and grow the business. As a Branch Manager (BM) , you will lead your team in exceeding customer expectations, nurturing relationships that drive long-term success.

In this role, you’ll spearhead branch performance, sales growth, and an outstanding colleague and customer experience. By leveraging inspirational leadership, collaborative partnerships, and sound operational practices, you will create and sustain a strong customer-centric culture. As both a leader and coach, you’ll help your team achieve individual and collective performance and sales goals through innovative solutions that address customer needs and deliver product and service value.

A successful BM thrives in a digital-first environment, showcasing the seamless accessibility of mobile and online banking platforms to customers. You’ll play a pivotal role in building a diverse talent pipeline, developing your colleagues to meet evolving business needs, and prioritizing their performance and growth. With a focus on continuous learning, you’ll implement coaching plans that inspire your team to achieve personal and branch-wide goals.

To succeed, you must effectively communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence. As the branches execution and outcomes owner, you’ll combine financial acumen with strategic insights to guide decision-making and deliver results. Leading by example, you will direct all colleague and sales activities to ensure key targets are not only met but exceeded.

As a visible and engaged brand ambassador, you will connect with the local community to cultivate new customer relationships and deepen existing ones.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • High School diploma or equivalent required
  • Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment
  • 4 years sales management experience in Retail or Branch Banking environment
  • Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
  • Drive an exceptional customer experience validated through customer satisfaction surveys
  • Maintain strong partnerships with community & civic organizations
  • Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS
• Preferred Qualifications
  • Associate’s or Bachelor’s degree preferred
  • Retail banking
  • Talent sourcing & assessment

Hours and Work Schedule

• Hours per Week: 40
• Work Schedule: Varies with branch needs and may include weekends and evenings

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals , attending to performance management and employee engagement.   

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you .

Required Qualifications:  

• Bachelor’s degree or equivalent work-related experience    

• A valid and active Series 7 license required    

• A valid and active Series 66 (63/65) license required   (may be obtained within a 90 day condition of employment)   

• A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)   

• Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.   

Preferred Qualifications:  

• A minimum of 5 years in the financial services industry with leadership experience preferred    

• Ability to provide ongoing employee coaching, development, and recognition    

• Demonstrated business development experience with a strong drive for results  

• Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.   

• Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results  

• A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)   

• CFP® designation is preferred  

• Strong brokerage and industry knowledge   

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals , attending to performance management and employee engagement.   

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you . 

Required Qualifications:  

• Bachelor’s degree or equivalent work-related experience    

• A valid and active Series 7 license required    

• A valid and active Series 66 (63/65) license required   (may be obtained within a 90 day condition of employment)   

• A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)   

• Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.   

Preferred Qualifications:  

• A minimum of 5 years in the financial services industry with leadership experience preferred    

• Ability to provide ongoing employee coaching, development, and recognition    

• Demonstrated business development experience with a strong drive for results  

• Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.   

• Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results  

• A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)   

• CFP® designation is preferred  

• Strong brokerage and industry knowledge   

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.    

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals , attending to performance management and employee engagement.   

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager , a critical leader role within our Investor Services organization , which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you .

Required Qualifications:  

• Bachelor’s degree or equivalent work-related experience    

• A valid and active Series 7 license required    

• A valid and active Series 66 (63/65) license required   (may be obtained within a 90 day condition of employment)   

• A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)   

• Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.   

Preferred Qualifications:  

• A minimum of 5 years in the financial services industry with leadership experience preferred    

• Ability to provide ongoing employee coaching, development, and recognition    

• Demonstrated business development experience with a strong drive for results  

• Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.   

• Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results  

• A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)   

• CFP® designation is preferred  

• Strong brokerage and industry knowledge

  In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance