Tax Expert - Local Branch

Intuit is a leading financial software company committed to powering prosperity around the world. With flagship products such as TurboTax, QuickBooks, and Mint, Intuit serves individuals, small businesses, and accountants to simplify the complexities of finance and taxation. The company fosters an innovative and inclusive culture, encouraging entrepreneurial spirit and community engagement. Currently, Intuit is expanding its TurboTax service footprint by launching new TurboTax Local Service Expert locations throughout the United States. These locations provide a unique platform for tax professionals to deliver expert tax preparation services and expand Intuit’s presence at a local, community-focused level.

The role of a TurboTax - Local Service Expert is a vital position within this expansion. This is a year-round, onsite role requiring dedication to helping customers navigate their tax obligations and financial plans with precision and care. Working in a physical TurboTax location, you will engage both in-person and virtual clients, delivering comprehensive tax and financial services. The position goes beyond traditional tax preparation; as a Local Service Expert, you are a trusted advisor, a community ambassador, and an entrepreneurial business owner dedicated to creating long-lasting relationships with your customers.

Your primary responsibility is to provide full-service tax return preparation, including expert advice on complex tax situations like business income, deductions, amendments, and tax planning strategies. You will also work closely with a broader team of financial experts specializing in bookkeeping, payroll, financial planning, and advisory services to offer a seamless, holistic client experience. This collaborative approach means you share client context with specialists, ensuring a cohesive service that meets customers’ broader financial needs.

Additionally, you are expected to take an entrepreneurial approach in growing your local customer base by capitalizing on networking opportunities, community events, and targeted outreach, supported by TurboTax’s marketing tools. You will act as the face of TurboTax in your community, embodying the values and mission of Intuit while fostering meaningful engagement through financial literacy workshops, pop-up events, and social media presence.

To excel in this role, you must be passionate about empowering customers, adept at handling complex tax scenarios, and driven to contribute to the prosperity of your local community. Your ability to connect personally with clients, manage multifaceted financial topics, and embrace Intuit’s innovative digital tools will be key to your success. This position is ideal for enrolled agents, certified public accountants, attorneys with tax experience, or other professionals with a solid background in tax preparation and a drive to grow their career in an entrepreneurial environment.

The role requires onsite work at TurboTax locations primarily during usual business hours, with schedules potentially expanding during peak tax season to meet client needs. Intuit offers a competitive pay structure with hourly wages varying depending on location, alongside bonus opportunities, equity rewards, and comprehensive benefits. Training and professional development are integral to the role, with Intuit supporting continuous skills upgrading, cross-training, and compliance learning. If you are a proactive, community-oriented tax expert striving for excellence and growth, this opportunity offers a stimulating and rewarding environment to thrive while impacting your community positively.