Tax Expert - Onsite

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in new TurboTax locations across the United States. This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs while supporting Intuit’s mission of “Powering Prosperity Around the World.”

About the 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 is full-service tax return preparation, expert tax advice, calculations, and software support, but you also serve as the connective tissue between customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. 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. 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. This is a nonexempt role requiring 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 by developing a deep understanding of each client’s complete financial picture and connecting them with Intuit solutions such as bookkeeping, payroll, financial planning, or Credit Karma.
• Build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• 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 video communication tools, addressing inquiries and helping them overcome tax-related challenges.

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

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.
• Comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week (operating hours subject to change and likely to scale up during peak demand such as tax season).
• Willing and able to complete all required training and development as determined by the business, including compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development (requirements subject to change).
• Willing to wear Intuit-provided uniforms.
• Willing to 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 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.

Pay

Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. Expected base pay ranges by location:

• 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 is 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. Intuit conducts regular comparisons across categories of ethnicity and gender to drive ongoing fair pay.