Tax Services Expert

Overview Intuit is on the lookout for highly motivated individuals to become part of our dynamic team as dedicated year-round Turbo Tax Local Service Experts. This is an exciting opportunity that merges tax expertise, entrepreneurial spirit, and community engagement, as you help customers navigate their tax needs. As a Tax Services Expert, you will act as a trusted advisor, empowering clients to achieve positive financial results while supporting Intuit's mission of "Powering Prosperity Around the World."

In this role, you will work on-site at a Turbo Tax location, collaborating with a team of financial experts to serve both in-person and virtual clients using Intuit Turbo Tax products. Your main focus will be on comprehensive tax return preparation, offering expert advice, calculations, and software support. Additionally, you will connect customers with a broader team of specialists in business tax preparation, bookkeeping, payroll, financial planning, and advisory services, ensuring a seamless experience for clients.

Your ability to understand each customer's unique situation and engage with them personally is vital. Navigating tax processes can be stressful, and your role as a knowledgeable guide will greatly ease this burden, whether you're assisting with a straightforward W-2 filing or more complex scenarios involving business income and investments. Your role also includes expanding Turbo Tax's client base within the community.

You'll attract new clients, foster long-term relationships, and enhance customer loyalty. Utilizing Turbo Tax marketing support, you’ll build a thriving business that uplifts both you and your community.

• Provide Tax Expertise:
  Offer tailored tax advice and full preparation services for Turbo Tax clients, managing diverse tax situations, from personal to business income, ensuring accurate deductions and planning for future tax needs.
• Be a Proactive Community Ambassador:
  Develop and grow a local customer base, identifying prospects through outreach initiatives and partnerships. Organize community events to elevate financial literacy and Turbo Tax's visibility.
• Champion the Full Intuit Ecosystem:
  Understand every client’s financial picture to connect them with appropriate Intuit solutions, fostering supportive, year-round engagement.
• Build Relationships:
  Establish trust and long-term connections with clients, turning one-time interactions into ongoing relationships.
• Deliver a Best-in-Class Customer

Provide exceptional service and address client inquiries both in-person and via video communication, ensuring their financial goals are supported. What You Get:
As a Turbo Tax Local Service Expert, you will enjoy exceptional benefits, including a 401(k) plan with company matching, paid sick time, stock purchase options, E&O insurance, and discounts on Intuit products. Ongoing collaboration opportunities with Turbo Tax's network await. Key Qualifications Who You Are:

• EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney with significant tax preparation experience and strong knowledge of tax laws preferred.
• Active Preparer Tax Identification Number (PTIN) is required for tax filing.
• Minimum 3 years of experience preparing 30 or more federal and state individual 1040 tax returns per season using professional software.
• Motivated to upskill in additional services, such as bookkeeping and business tax advisory.
• Open to on-site work at Turbo Tax offices, primarily from 8:00 AM - 5:00 PM local time, Monday through Friday.
• Committed to completing required training and development as specified.
• Willingness to participate in advertising efforts and contribute to content creation for community resources.
• Bilingual abilities…