Tax Expert - Expert Center (Midwest)
$56,160–$85,280 year
On-siteDeForest, Wisconsin, United States
Job Summary
Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex scenarios involving personal and business income, deductions optimization, and amendments. Facilitate discovery sessions to uncover deductions and maximize refunds, then work in lock-step with specialists covering bookkeeping, payroll, and financial planning to deliver a seamless, end-to-end experience. Act as a proactive community ambassador by building a local customer base through targeted outreach, grassroots marketing, and leading events like financial literacy workshops. Connect with clients in-person or via video tools to build long-term trust and introduce them to complementary Intuit solutions such as Credit Karma.
Required Qualifications
- EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
- Have an 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 using professional tax preparation software
- Familiarity with Circular 230
- Willing 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
- Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency-based up-skilling, cross-training of other products or offerings, and professional development
- Must be willing to wear Intuit provided uniforms
- Must be willing to use your name, picture for advertising on goggle
- 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
- 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
Desired Qualifications
- Strong tax preparation experience and extensive knowledge of tax laws preferred
- Passionate about empowering customers and helping them overcome the complexities of taxation
- Passionate about your local community and excited to work with Intuit 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
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