Overview
Intuit is on the lookout for motivated individuals to join our team as dedicated year-round TurboTax Tax Specialists. This exciting role combines tax expertise with an entrepreneurial mindset and community engagement to assist customers with their tax needs. As a TurboTax Tax Specialist, you will be a trusted advisor, helping clients achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World."
About the Role:
In this position, you will work on-site at a TurboTax location as part of a collaborative team of financial experts, serving both in-person and virtual customers using Intuit TurboTax products.
Your main focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support. You will work closely with customers to understand their unique situations, whether they are filing a simple W-2 or navigating complex issues related to business income or major life events.
You will also play a vital role in expanding TurboTax's local client base, forging long-term relationships, and fostering customer loyalty within the community.
What You'll Do:
- Offer Tax Expertise: Provide hands-on tax advice and preparation services for TurboTax clients, addressing simple to complex tax scenarios, and facilitating tax reviews to optimize deductions and maximize refunds.
- Act as a Community Ambassador: Actively build a local customer base through targeted outreach, grassroots marketing initiatives, and partnerships. You will serve as the friendly face of TurboTax, converting prospects into loyal clients.
- Connect Clients with Full Intuit Ecosystem: Develop a comprehensive understanding of each client's financial picture and connect them to appropriate Intuit solutions to support their needs.
- Build Relationships: Establish trust with clients, demonstrating empathy and understanding of their financial concerns to foster long-term relationships.
- Deliver Exceptional Customer Experience: Provide a professional and personalized customer experience, helping clients achieve financial goals while addressing their tax-related challenges.
What You Get:
As a TurboTax Tax Specialist, you will benefit from a competitive compensation package that includes:
- 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance from Intuit.
- Discounts on Intuit products, including a free copy of TurboTax.
- Access to a network of growth-minded professionals and marketing support.
Key Qualifications
- EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney preferred with strong tax preparation and extensive tax law knowledge.
- Active Preparer Tax Identification Number (PTIN) as required.
- A minimum of 3 years of experience filing 30 or more federal and state individual 1040 tax returns per tax season.
- Willingness to learn additional service areas with training provided by Intuit.
- Comfortable working onsite during regular hours and flexible during peak tax season.
- Ability to complete required training and development programs and wear provided Intuit uniforms.
- Bilingual (English/Spanish) skills and experience in holistic tax advisory services are a plus.
Attributes & Skills:
- Passionate about empowering customers to navigate tax complexities.
- Enthusiastic about engaging with the community and creating accessible tax-related resources.
- Self-driven with a business ownership mindset.
- Exceptional customer service skills and a friendly demeanor.
- Strong verbal and written communication abilities.
- Ability to thrive in a fast-paced environment while managing multiple priorities.
- Proficient in technology, including tax preparation software and CRM tools.
Additional Requirements:
- Must reside within the United States.
- Must possess or be able to obtain related state licenses or permits.
Intuit offers a competitive pay structure with performance-based rewards. The expected base pay range for this position in the United States varies by location. This position is also eligible for bonuses, equity rewards, and comprehensive benefits.