
Job Overview
Employment Type
Full-time
Compensation
Hourly
Range $27.00 - $41.00
Benefits
401(k) Savings Plan with company matching
Paid sick time
Employee stock purchase plan
Errors and omissions insurance
Employee assistance program
Discounts on Intuit products including free TurboTax
Ongoing collaboration and marketing support
Job Description
Intuit is a world-renowned financial software company dedicated to powering prosperity around the globe. Known primarily for its leading tax preparation software TurboTax, Intuit has been at the forefront of innovation in the finance and tax services industry for decades. The company is committed to simplifying complex financial processes and empowering individuals and businesses to achieve better financial outcomes through technology and expert guidance. Intuit's culture is vibrant and mission-driven, focusing on customer success, community engagement, and continuous learning. They invest deeply in their employees, offering top-tier benefits, career growth opportunities, and a collaborative workplace environment that values diversity and inclusion.
Intuit is currently seeking highly motivated individuals to join as year-round TurboTax Local Service Experts in new TurboTax locations across the United States. This unique role blends tax expertise with entrepreneurial vigor and local community involvement. As a TurboTax Local Service Expert, your primary responsibility is to deliver expert full-service tax preparation, including personal and business tax returns, amendments, and deductions optimization. You will be the trusted advisor to your clients, helping them navigate the complexities of tax laws and discover tax savings tailored to their financial situations.
Beyond tax preparation, you will act as a vital connector between your customers and a broader team of Intuit specialists offering services such as bookkeeping, payroll, financial planning, and advisory services. This role is hands-on and collaborative, allowing you to work directly with clients in person or virtually, building deeper relationships and gaining a comprehensive understanding of each client’s financial landscape. Your proactive engagement helps clients make informed financial decisions while ensuring a seamless, integrated experience with the full suite of Intuit’s products.
A key part of your role as a Local Service Expert is growing TurboTax’s client base within your local community. You will embrace a community ambassador mindset, actively building relationships with new clients through grassroots marketing, community events, financial literacy workshops, and networking activities. You will leverage TurboTax’s marketing tools to establish a strong local presence and professional brand.
This position requires an onsite presence in a TurboTax location, working primarily between 8:00 AM and 5:00 PM Monday through Friday, with flexible hours that may scale up during peak tax season. Intuit provides comprehensive training, including tax law updates, cross-training in other financial services, and professional development to help you succeed and grow.
The compensation for this role is competitive and includes a pay-for-performance structure. Base pay varies by location, ranging approximately from $23.50 to $41.00 per hour depending on the market. Additional compensation includes cash bonuses, equity rewards, and a robust benefits package inclusive of a 401(k) plan with company matching, paid sick time, an employee stock purchase plan, and more.
If you are a tax professional with experience, an entrepreneurial spirit, and a passion for helping clients achieve financial success, this role offers an exciting opportunity to combine your skills with Intuit’s innovative platform and community-focused approach. Join Intuit as a TurboTax Local Service Expert to take your career to the next level while making a meaningful difference in your community.
Intuit is currently seeking highly motivated individuals to join as year-round TurboTax Local Service Experts in new TurboTax locations across the United States. This unique role blends tax expertise with entrepreneurial vigor and local community involvement. As a TurboTax Local Service Expert, your primary responsibility is to deliver expert full-service tax preparation, including personal and business tax returns, amendments, and deductions optimization. You will be the trusted advisor to your clients, helping them navigate the complexities of tax laws and discover tax savings tailored to their financial situations.
Beyond tax preparation, you will act as a vital connector between your customers and a broader team of Intuit specialists offering services such as bookkeeping, payroll, financial planning, and advisory services. This role is hands-on and collaborative, allowing you to work directly with clients in person or virtually, building deeper relationships and gaining a comprehensive understanding of each client’s financial landscape. Your proactive engagement helps clients make informed financial decisions while ensuring a seamless, integrated experience with the full suite of Intuit’s products.
A key part of your role as a Local Service Expert is growing TurboTax’s client base within your local community. You will embrace a community ambassador mindset, actively building relationships with new clients through grassroots marketing, community events, financial literacy workshops, and networking activities. You will leverage TurboTax’s marketing tools to establish a strong local presence and professional brand.
This position requires an onsite presence in a TurboTax location, working primarily between 8:00 AM and 5:00 PM Monday through Friday, with flexible hours that may scale up during peak tax season. Intuit provides comprehensive training, including tax law updates, cross-training in other financial services, and professional development to help you succeed and grow.
The compensation for this role is competitive and includes a pay-for-performance structure. Base pay varies by location, ranging approximately from $23.50 to $41.00 per hour depending on the market. Additional compensation includes cash bonuses, equity rewards, and a robust benefits package inclusive of a 401(k) plan with company matching, paid sick time, an employee stock purchase plan, and more.
If you are a tax professional with experience, an entrepreneurial spirit, and a passion for helping clients achieve financial success, this role offers an exciting opportunity to combine your skills with Intuit’s innovative platform and community-focused approach. Join Intuit as a TurboTax Local Service Expert to take your career to the next level while making a meaningful difference in your community.
Job Requirements
- must reside within the united states
- must possess or be able to obtain related state licenses, certificates, permits, or bonds
- must be comfortable working onsite primarily between 8:00 am - 5:00 pm monday through friday
- must be willing to complete all required training and development
- must have an active preparer tax identification number (ptin)
- must wear company-provided uniforms and consent to use of name and picture in advertising
Job Qualifications
- ea (enrolled agent), cpa (certified public accountant), or practicing attorney with strong tax preparation experience and knowledge of tax laws preferred
- active preparer tax identification number (ptin) as required by law
- minimum of 3 years paid experience filing 30 or more federal and state individual 1040 tax returns per season using professional software
- familiarity with circular 230
- willingness to upskill into additional service types such as bookkeeping, payroll, business tax advisory
- ability to work onsite at a location primarily between 8:00 am - 5:00 pm, monday through friday, minimum 20 hours per week
- willingness to complete required training including compliance, proficiency-based up-skilling, and professional development
- willingness to wear company uniforms and allow use of name and picture for advertising
- interest in building local and online social presence
- bilingual (english/spanish) communication skills a plus
- experience in holistic tax advisory services beyond filing
Job Duties
- provide tax expertise with hands-on tax advice and complete preparation services for clients
- facilitate discovery sessions and tax reviews to uncover deductions and minimize tax liabilities
- act as proactive community ambassador to build local customer base through outreach and events
- champion full Intuit ecosystem by connecting clients with complementary services
- build long-term client relationships demonstrating understanding and sensitivity
- deliver best in class customer experience by addressing inquiries and overcoming tax challenges
- collaborate with team members to provide seamless end-to-end service
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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