Tax Expert - Expert Center (Southeast)

What you'll do

• Prepare tax returns, provide tax advice and planning, and support customers using TurboTax products.
• Build a local customer base through outreach, events, referrals, and community partnerships.
• Develop client relationships and connect customers with relevant Intuit services, including bookkeeping, payroll, financial planning, and Credit Karma.

What they ask for

• Active Preparer Tax Identification Number (PTIN), or ability to obtain required state licenses, certificates, permits, or bonds.
• At least 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 reside in the United States and be willing to work onsite at a TurboTax office at least 20 hours per week.
• Complete required training and development; willingness to wear Intuit-provided uniforms.

Nice to have

• EA, CPA, or practicing attorney; bilingual English/Spanish skills are a plus.
• Experience in holistic tax advisory services beyond tax filing; familiarity with Circular 230.

Pay

$27.00 - $41.00 USD base salary (California (Bay Area)); $27.00 - $41.00 USD base salary (Southern California); $26.00 - $39.00 USD base salary (Colorado); $27.00 - $41.00 USD base salary (Hawaii); $26.00 - $39.00 USD base salary (Illinois); $23.50 - $35.00 USD base salary (Maine); $26.00 - $39.00 USD base salary (Maryland); $29.50 - $34.47 USD base salary (Massachusetts); $23.50 - $35.00 USD base salary (Minnesota); $27.00 - $41.00 USD base salary (New Jersey); $27.00 - $41.00 USD base salary (New York); $23.50 - $35.00 USD base salary (Ohio); $26.00 - $39.00 USD base salary (Vermont); $26.00 - $39.00 USD base salary (Virginia); $27.00 - $41.00 USD base salary (Washington); $26.00 - $39.00 USD base salary (Washington, DC)

Tools

TurboTax, professional tax preparation software, CRM/sales tools, Credit Karma