Tax Expert - Expert Center (West)
$56,160–$85,280 year
On-siteTucson, Arizona, United States
Job Summary
Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations including personal and business income, deductions optimization, and amendments. Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, and maximize refunds while delivering personalized guidance in everyday language. Act as a trusted advisor connecting clients to broader Intuit solutions like bookkeeping, payroll, and financial planning to ensure a seamless, end-to-end experience. Build long-term relationships by demonstrating empathy and understanding of customers' unique financial situations, converting prospects into loyal, multi-year clients through in-person and virtual interactions. Lead local growth initiatives by organizing community events, networking gatherings, and targeted outreach to expand the TurboTax client base within your market.
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
- Possession or ability to obtain any related State licenses, certificates, permits, or bonds
- Willingness to complete all required training and development
- Willingness to work onsite at a TurboTax office location
- Availability between 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
- Ability to work in a fast-paced environment independently while managing multiple priorities
- Proficiency with technology, including tax preparation software and CRM/sales tools
- Strong verbal and written communication skills
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor
- Ability to interact with customers both in-person and through Intuit's state-of-the-art video communication tools
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
- Interest in building a local and online social presence as a TurboTax Expert
- Passion for empowering customers and helping them overcome the complexities of taxation
- Passion for the local community and engagement with Intuit's local presence
- Entrepreneurial and self-driven mindset with a business ownership goal
- Excitement to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts
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