Tax Expert - Expert Center (Southcentral)

About the Role

In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products. Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support. You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services.

This is not a hand-off model. You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience. Your ability to understand each customer's unique situation and connect with them on a personal level is critical. Taxes can be stressful, and your presence as a trusted, knowledgeable guide makes all the difference whether you're helping with a straightforward W-2 filing, navigating a major life event like marriage, a new child, or elder care, or tackling more complex scenarios involving business income, investments, or amendments.

Additionally, you will play a key role in growing TurboTax’s client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States.

Responsibilities

• Provide 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.
• Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax through targeted outreach, grass-roots marketing initiatives, referral networks, and community partnerships.
• Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients.
• Organize and lead local events such as financial literacy workshops, community pop-ups, and networking gatherings with the support of TurboTax marketing tools and resources.
• Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward (e.g., bookkeeping, payroll, financial planning, or Credit Karma).
• Build long-term trust and relationships with clients, turning one-time transactions into loyal, multi-year engagements.
• Deliver a best-in-class customer experience through professionalism and genuine interest in helping clients achieve their financial goals, both in-person and via Intuit’s video communication tools.

Requirements

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 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.
• Willingness to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit.
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours may scale up during peak demand, such as tax season.
• Must be willing and able to complete all required training and development as determined by the business, including compliance training, proficiency-based upskilling, and professional development.
• Must be willing to wear Intuit-provided uniforms and use your name and picture for advertising on Google.
• 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.
• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Skills

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited 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 - 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.

Benefits

• 401(k) Savings Plan with company matching.
• Paid sick time.
• Employee Stock Purchase Plan.
• E&O Insurance provided by Intuit.
• Employee Assistance Program.
• Discounts on Intuit products including a free copy of TurboTax.
• Ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support.

Pay

The expected base pay range for this position is:

• California (Bay Area): $27.00 - $41.00
• Southern California: $27.00 - $41.00
• Colorado: $26.00 - $39.00
• Hawaii: $27.00 - $41.00
• Illinois: $26.00 - $39.00
• Maine: $23.50 - $35.00
• Maryland: $26.00 - $39.00
• Massachusetts: $29.50 - $34.47
• Minnesota: $23.50 - $35.00
• New Jersey: $27.00 - $41.00
• New York: $27.00 - $41.00
• Ohio: $23.50 - $35.00
• Vermont: $26.00 - $39.00
• Virginia: $26.00 - $39.00
• Washington: $27.00 - $41.00
• Washington, DC: $26.00 - $39.00

This position will be eligible for a cash bonus, equity rewards, and benefits, in accordance with our applicable plans and programs. 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.

Schedule

Primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season.