Tax Expert - Local Branch

Intuit; Gainesville (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Intuit is seeking year-round TurboTax Local Service Experts to join our on-site locations across the United States. You will serve as a trusted advisor, guiding customers through tax preparation and software usage while helping them achieve positive financial outcomes. You will work in a collaborative team of financial professionals, handling in-person meetings and virtual sessions, and coordinating with tax specialists to deliver comprehensive solutions for individuals and small businesses.

Qualifications

• Experience in tax preparation or advisory is preferred.
• Strong customer service and communication skills.
• Ability to work on-site with in-person and virtual customers.

Responsibilities

• Prepare full-service tax returns for individuals.
• Provide expert tax advice and software support.
• Collaborate with a team of specialists to address complex financial needs.

Job description

Overview

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.”

About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products.

Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support, but your responsibility extends beyond that. 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. This is not a hand-off model. 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