Tax Expert - Expert Center (West)

Intuit · Ogden, UT · 1 wk ago

On-siteAccounting$27–$41/hrPart-time

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, 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 meet their needs (e.g., bookkeeping, payroll, financial planning, or Credit Karma).
Build long-term trust and relationships by demonstrating understanding and sensitivity to clients' financial concerns.
Deliver a best-in-class customer experience with professionalism and genuine interest in helping clients achieve their financial goals.
Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools, addressing inquiries and helping them overcome tax-related challenges.

Qualifications

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.
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.
Willing and able to complete all required training and development, including compliance training, proficiency-based upskilling, and professional development.
Willing to wear Intuit-provided uniforms and use your name and picture for advertising.
Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community.
Bilingual (English/Spanish) communication skills are a plus.
Experience in holistic tax advisory services beyond tax filing.

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 locally (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.

Additional Requirements

Must reside within the United States.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

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 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.