Intuit US | Tax Expert - Expert Center (Midwest)

What you’ll do

• Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States.
• This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.
• As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
• You will be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services.
• You will sit in the same customer meetings, absorb the same context, and build a shared understanding of each customer's complete financial picture, then work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Serve as the local face of TurboTax, converting new prospects into loyal, long-term clients.
• Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward.
• Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year-round support.
• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Address client inquiries while helping them overcome tax-related challenges.
• Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time

Requirements

• Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Local Service Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.
• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit

Intuit US

Intuit US is an employer hiring in India (sector: Technology / IT / BPM). In its own words: "The Intuit platform puts a team of AI agents and trusted experts by your side."

Its finance, accounts, audit and tax openings in India are mostly in Mountain View, San Diego, New York and Los Angeles.

• Industry: Technology / IT / BPM