Tax Expert - Expert Center (Southcentral)
$56,160–$85,280 year
On-siteTulsa, Oklahoma, United States
Job Summary
Conduct full-service tax return preparation, providing expert advice, calculations, and software support for personal and business clients while facilitating discovery sessions to uncover deductions and maximize refunds. Act as a community ambassador by identifying prospects, organizing local events like financial literacy workshops, and driving growth through targeted outreach and referral networks. Champion the full Intuit ecosystem by connecting clients with complementary services such as bookkeeping, payroll, and financial planning to deliver a seamless, end-to-end experience. Deliver a best-in-class customer experience through in-person and virtual interactions, building long-term trust to convert one-time transactions into loyal, multi-year relationships.
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
- Must reside within the United States
- Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
- Must be comfortable working onsite at a TurboTax office location
- Must be available primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday
- Must be willing to work a minimum of 20 hours per week
- Must be willing and able to complete all required training and development
- Must be willing to wear Intuit provided uniforms
- Must be willing to use your name, picture for advertising on goggle
- Must be able to work independently while managing multiple priorities in a fast-paced environment
- Must be proficient with technology, including tax preparation software and CRM/sales tools
Desired Qualifications
- EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws
- 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
- Experience in holistic tax advisory services beyond tax filing
- Passion for empowering customers and helping them overcome the complexities of taxation
- Passion for your local community
- Entrepreneurial and self-driven with a business ownership mindset
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor
- Excitement to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts
- Strong verbal and written communication skills
- Willingness to upskill into additional service types or more complex work areas
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