TN Visa Customer Success Professional Jobs
Customer Success Professional roles qualify for TN visa sponsorship under USMCA for Canadian and Mexican professionals with a qualifying degree in business, marketing, or a related field. Unlike H-1B visa, Canadians face no lottery or cap, giving you a direct path to U.S. employers hiring for this role.
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Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
About The Role
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. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, 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 will provide 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.
What You’ll Do
-
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). 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.
-
Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
-
Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes 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). Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.
Who You Are
-
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 at a TurboTax location
-
Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
-
Bilingual (English/Spanish) communication skills are a plus
-
Experience in holistic tax advisory services beyond tax filing
Attributes & Skills
-
Passionate about empowering customers and helping them overcome the complexities of taxation.
-
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
-
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.
-
Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
-
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.
Additional Requirements
-
Must reside within the United States.
-
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation
Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is
- Bay Area California $30.60 - $36.10
- Southern California $30.60 - $36.10
- Colorado $29.20 - $34.50
- Hawaii $30.60 - $36.10
- Illinois $29.20 - $34.50
- Maryland $29.20 - $34.50
- Massachusetts $30.60 - $36.10
- Minnesota $26.20 - $30.90
- New Jersey $30.60 - $36.10
- New York $30.60 - $36.10
- Ohio $26.20 - $30.90
- Vermont $29.20 - $34.50
- Washington $30.60 - $36.10
- Washington DC $29.20 - $34.50
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. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
Overview
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Live - Seasonal Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
About The Role
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. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. Whether assisting with simple W2 filings, navigating life events (marriage, children, elder care), or handling more complex tax scenarios like business income, amendments, or investments, you will serve as the go-to expert for your clients. Additionally, 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 will provide 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.
What You’ll Do
-
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). 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.
-
Be a Proactive Community Ambassador - Embody a "community ambassador" and "business owner" mindset to cultivate a robust customer base for TurboTax. Serve as the local face of TurboTax, actively engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. Organize local events, with the support of TurboTax, to create opportunities for customer engagement.
-
Educate and Communicate Confidently - Enthusiastically represent TurboTax in your local community. TurboTax Live - Seasonal Local Service Experts will confidently take on the role of its public face with the support, guidance, and resources provided by Intuit. This includes 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). Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.
Who You Are
-
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 at a TurboTax location
-
Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
-
Bilingual (English/Spanish) communication skills are a plus
-
Experience in holistic tax advisory services beyond tax filing
Attributes & Skills
-
Passionate about empowering customers and helping them overcome the complexities of taxation.
-
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
-
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.
-
Excited to be showcased as a TurboTax Live - Seasonal Local Service Expert in local and national marketing efforts.
-
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.
Additional Requirements
-
Must reside within the United States.
-
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
Compensation
Intuit Provides a Competitive Compensation Package With a Strong Pay For Performance Rewards Approach. The Expected Base Pay Range For This Position Is
- Bay Area California $30.60 - $36.10
- Southern California $30.60 - $36.10
- Colorado $29.20 - $34.50
- Hawaii $30.60 - $36.10
- Illinois $29.20 - $34.50
- Maryland $29.20 - $34.50
- Massachusetts $30.60 - $36.10
- Minnesota $26.20 - $30.90
- New Jersey $30.60 - $36.10
- New York $30.60 - $36.10
- Ohio $26.20 - $30.90
- Vermont $29.20 - $34.50
- Washington $30.60 - $36.10
- Washington DC $29.20 - $34.50
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. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.
See all TN Visa Customer Success Professional Jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship in Customer Success Professional
Align your credentials to specialty occupation standards
TN visa approval depends on your degree matching the Customer Success role. A business, marketing, or communications degree strengthens your case. If your credential is from a non-U.S. institution, get a formal equivalency evaluation before applying.
Target employers experienced with visa sponsorship
Search for companies with recent visa filings to identify employers experienced with work visa sponsorship for customer success roles. Employers already familiar with the visa sponsorship process typically move faster through the hiring timeline, making the offer and onboarding stages smoother.
Use Migrate Mate to find TN-ready employers
Filtering job listings by TN sponsorship willingness saves time that generic searches waste. Migrate Mate surfaces Customer Success roles at employers with recent visa filings, so you're connecting with companies experienced in sponsoring work visas—meaning they understand the process and documentation requirements for supporting international hires.
Prepare a dual-language employment letter for Mexican nationals
Mexican TN applicants present documentation at the U.S. consulate, not at the border. Your employer's support letter must clearly describe the role, your qualifications, and the professional category. A vague letter is the most common cause of delays.
Clarify the TN classification during offer negotiation
Ask your hiring manager or recruiter which TN category the company plans to use for your role before signing. Management Consultant and Computer Systems Analyst are the most commonly used for Customer Success. Misclassification causes unnecessary refiling.
Request a detailed offer letter covering TN-specific elements
Your offer letter must specify your professional category, the temporary nature of the role, and your Canadian or Mexican citizenship. USCIS and CBP both evaluate this document, so gaps in the letter directly affect approval speed.
Customer Success Professional TN Visa: Frequently Asked Questions
Does a Customer Success Professional role qualify for a TN visa?
Yes, but the classification depends on how the role is described. Most Customer Success positions are filed under Management Consultant or, if the work is technology-focused, Computer Systems Analyst. Your offer letter needs to frame your responsibilities in terms that match the qualifying TN category, not just use the job title as written.
How does TN compare to H-1B for Customer Success roles?
TN has no lottery, no annual cap for Canadians, and can be approved at the border or port of entry in a single visit. H-1B requires employer sponsorship through a lottery with a roughly 25% selection rate and a six-month wait before you can start work. For Canadians, TN is almost always the faster path to a Customer Success role in the U.S.
Can I switch Customer Success employers while on a TN visa?
You can, but your TN authorization is tied to your current employer. You'll need a new TN approval before starting with a new company. Canadians can often get this processed quickly at a port of entry. Mexican nationals need to return to a U.S. consulate. Give yourself enough lead time when negotiating a new start date.
How do I find Customer Success employers who sponsor TN visas?
Migrate Mate is built specifically for this search. It filters roles by employer visa sponsorship experience, so you're not guessing which employers will engage. You can also identify companies with recent work visa filings that show sponsorship capability, giving you a targeted list of roles before you apply.
What documents do I need to apply for a TN visa as a Customer Success Professional?
You'll need a detailed employer support letter, proof of your Canadian or Mexican citizenship, and credentials confirming your degree in a qualifying field such as business, marketing, or communications. Canadian citizens can present these at a U.S. port of entry. Mexican nationals must schedule a consular interview and apply for a TN visa stamp in advance.