Overview
Intuit is looking for motivated individuals to join our vibrant team as year-round TurboTax Service Experts. This exciting role blends tax expertise with an entrepreneurial spirit, allowing you to assist customers in meeting their tax needs while contributing to Intuit's mission of "Powering Prosperity Around the World." You will work directly with customers in one of our TurboTax locations across the United States, both in-person and virtually.
About the Role
Your main responsibility will be to prepare tax returns and provide expert tax advice, calculations, and software support. However, your role extends beyond this; you will collaborate with a wider team of specialists, ensuring that each customer receives a seamless and comprehensive experience tailored to their unique financial situation.
Whether helping with a straightforward W-2 filing, navigating major life events, or dealing with complex tax scenarios, your expertise and empathetic approach will be essential in guiding customers through what can often be a stressful experience.
Additionally, you will actively contribute to expanding TurboTax's client base within the community, attracting new clients and fostering long-term relationships. You will have access to TurboTax marketing support and tools to build a thriving business that drives prosperity for yourself and your community.
This role is nonexempt and requires onsite presence at a TurboTax location in the United States.
What You'll Do
- Provide Tax Expertise: Offer hands-on tax advice and complete preparation services for TurboTax clients, managing a variety of tax situations. Conduct discovery sessions to uncover deductions and provide future tax planning advice.
- Be a Proactive Community Ambassador: Embody a community-focused mindset to actively build and grow a local customer base. Own your market through outreach, marketing initiatives, and community partnerships, while organizing local events to enhance brand awareness.
- Champion the Full Intuit Ecosystem: Develop a deep understanding of clients' financial situations and connect them with relevant Intuit solutions for year-round support.
- Build Relationships: Establish trust and understanding with clients, transforming one-time transactions into lasting partnerships.
- Deliver a Best-in-Class Customer Experience: Provide exceptional service with professionalism and genuine interest in helping clients achieve their financial goals.
What You Get
As a TurboTax Service Expert, enjoy exceptional company benefits including:
- 401(k) Savings Plan with company matching
- Paid sick time
- Employee Stock Purchase Plan
- E&O Insurance provided by Intuit
- Discounts on Intuit products including a free copy of TurboTax
- Networking with a community of growth-minded professionals
Key Qualifications
Who You Are
- EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with extensive tax preparation experience preferred.
- Possess an active Preparer Tax Identification Number (PTIN).
- At least three years of experience filing 30 or more federal and state individual 1040 tax returns per tax season.
- Willing to expand into additional areas such as bookkeeping, payroll, and advisory services.
- Comfortable working onsite at a TurboTax office, primarily during standard business hours.
- Willing to complete all required training and development as directed by the business.
- Interest in creating accessible tax-related content for your community.
- Bilingual skills (English/Spanish) are a plus.
Attributes & Skills
- Passionate about empowering customers through the tax process.
- Strong community engagement mindset and customer service orientation.
- Entrepreneurial and self-motivated with a focus on growth.
- Exceptional communication skills, both verbal and written.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficient in technology, including tax preparation software.
Additional Requirements
- Must reside within the United States.
- Must possess or be able to obtain any necessary state licenses or permits.
Intuit offers a competitive compensation package with a focus on performance rewards. The expected base pay range for this position varies by location and is subject to factors such as experience and expertise.
