Tax Consultant - TurboTax Expert

Intuit is on the lookout for energetic individuals to join our innovative team as dedicated TurboTax Service Experts. This exciting role offers a blend of tax expertise, entrepreneurial spirit, and community engagement to guide customers through their tax-related challenges. As a TurboTax Service Expert, you will play a vital role in our mission to empower individuals and families achieve financial prosperity.

In this position, you will work onsite from a TurboTax location as part of a collaborative team, providing in-person and virtual assistance to TurboTax clients. You will focus on comprehensive tax return preparation, expert tax advice, calculations, and software support while closely collaborating with specialists in areas such as business tax preparation, bookkeeping, and financial planning. Your ability to connect with customers on a personal level is essential, as taxes can be daunting. Whether assisting with a straightforward W-2 filing or navigating complex financial scenarios, your expertise can make a significant impact. Additionally, you will actively engage with the community to grow TurboTax’s client base, establishing long-lasting relationships and customer loyalty. You will utilize marketing support from TurboTax to build a thriving practice that benefits both you and your community.

• Provide Expert Tax Services - Offer hands-on tax advice and full preparation services for both basic and complex tax situations. Conduct discovery sessions and tax reviews to maximize deductions and refunds while offering future tax planning guidance.
• Build Community Connections - Cultivate and grow a local customer base for TurboTax by identifying prospects and executing grass-roots marketing initiatives. Organize local events such as financial literacy workshops and community gatherings to enhance brand visibility.
• Promote the Intuit Ecosystem - Develop a deep understanding of each client’s financial landscape, connecting them to Intuit's additional services such as bookkeeping and payroll. Ensure clients leave with a clear path forward, utilizing the full range of Intuit's offerings.
• Foster Relationships - Build trust and long-term partnerships with clients by demonstrating sensitivity to their financial concerns and providing a consistently exceptional customer experience.
• Deliver Outstanding Service - Interact with clients using state-of-the-art video communication tools, addressing inquiries and helping them navigate tax-related challenges with genuine interest and professionalism.

As an Intuit TurboTax Service Expert, you will have access to robust company benefits, including a 401(k) savings plan with matching contributions, paid sick time, and discounts on Intuit products.

• Enrolled Agent (EA), Certified Public Accountant (CPA), or practicing attorney preferred, with strong experience in tax preparation and an understanding of tax laws.
• Active Preparer Tax Identification Number (PTIN) as required by law.
• Minimum of 3 years of paid experience filing over 30 federal and state individual returns using professional tax software.
• Willingness to learn additional service areas, including bookkeeping and payroll.
• Availability to work onsite at a TurboTax office for a minimum of 20 hours per week, primarily Monday through Friday, 8:00 AM - 5:00 PM local time.
• Must be open to completing required training and wearing provided uniforms.
• Bilingual skills (English/Spanish) are a plus. Additional

Applicants must reside within the United States and possess any required state licenses or certifications.