Tax Expert - Expert Center (Midwest)
$56,160–$85,280 year
On-siteSioux Falls, South Dakota, United States
Job Summary
Provide full-service tax return preparation, expert advice, and calculations for personal and business clients while facilitating discovery sessions to uncover deductions and maximize refunds. Act as a proactive community ambassador by identifying prospects, leading local events like financial literacy workshops, and converting new clients into long-term relationships. Champion the full Intuit ecosystem by connecting customers with complementary services such as bookkeeping, payroll, and financial planning to deliver a seamless, end-to-end experience. Build trust through in-person and virtual interactions to turn one-time transactions into multi-year loyalty.
Required Qualifications
- Active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season
- Proficiency with professional tax preparation software
- Familiarity with Circular 230
- Willingness to wear Intuit provided uniforms
- Willingness to use name and picture for advertising on Google
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Willingness to complete all required training and development as determined by the business
- Must be comfortable working onsite at a TurboTax office location
- Availability primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday
- Minimum of 20 hours per week onsite presence
- Willingness to upskill into additional service types or more complex work areas with training provided
- Willingness to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts
Desired Qualifications
- EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
- Bilingual (English/Spanish) communication skills
- Experience in holistic tax advisory services beyond tax filing
- Passion for empowering customers and helping them overcome the complexities of taxation
- Passion for the local community and engagement with Intuit's presence in the local community
- Entrepreneurial and self-driven mindset with a business ownership goal
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor
- Strong verbal and written communication skills
- Ability to work in a fast-paced environment independently while managing multiple priorities
- Interest in building a local and online social presence as a TurboTax Expert
- Excitement to create accessible tax-related content and resources for the community
- Excitement to create content such as tax tips and educational videos
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