Tax Specialist - TurboTax Services

Intuit; Marietta (GA); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Stock purchase plan

Insurance coverage

Product discounts

Job summary

Intuit seeks a TurboTax Service Specialist to assist clients with comprehensive tax preparation and expert tax advice. The role works on-site at a TurboTax location, collaborating with financial experts to ensure a seamless experience for customers, both in-person and virtually.

The position emphasizes community-focused outreach, building long-term relationships, and expanding Intuit services to meet clients’ evolving needs.

Qualifications

• EA (Enrolled Agent), CPA, or practicing attorney preferred with strong tax preparation experience.
• Active PTIN required.
• Minimum of 3 years' experience filing federal and state individual tax returns using professional software.
• Willingness to expand skillset into additional services (e.g., bookkeeping, payroll).
• Ability to work on-site during business hours (minimum 20 hours per week).
• Commitment to ongoing training and development.

Responsibilities

• Provide Tax Expertise: Offer hands-on tax advice and preparation services for TurboTax clients, addressing both simple and complex tax situations while using professional tools.
• Community Engagement: Grow a local customer base through events, workshops, and networking to increase brand awareness.
• Full Intuit Ecosystem Champion: Guide clients through their financial journey, identifying additional Intuit services that may help them.
• Build Long-Term Relationships: Foster trust to convert one-time transactions into ongoing loyalty.
• Deliver Exceptional Customer Service: Maintain a warm, professional approach and resolve client inquiries effectively.

Skills

Tax preparation

Customer service

Communication

CRM tools

Multitasking

Education

EA/CPA/PTIN credentials

Tools

Professional tax software

CRM tools

Job description

Overview Intuit is on the lookout for passionate individuals to join our innovative team as TurboTax Service Specialists. This exciting year-round opportunity will empower you to leverage your tax expertise and entrepreneurial spirit to assist clients with their tax needs. As a TurboTax Service Specialist, you will be a trusted partner, helping customers achieve favorable financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the World."

About the Role

In this position, you will work on-site from a TurboTax location, collaborating with a team of financial experts to assist customers both in-person and virtually. Your main responsibility will be comprehensive tax return preparation and offering expert tax advice and software support. You'll work closely with specialists in business tax preparation, bookkeeping, payroll, financial planning, and advisory services to ensure a seamless experience for every customer. Your ability to understand each customer's unique circumstances and establish a personal connection is essential, as taxes can often be overwhelming. Whether helping with a straightforward W-2 filing, guiding clients through major life changes, or addressing complex tax scenarios, your role is to be a knowledgeable guide and support system. You will also be instrumental in expanding TurboTax's client base within the community, attracting and retaining clients while building lasting relationships. Using TurboTax marketing support, you will create a successful business that benefits both you and your local community. What You'll Do:

• Provide Tax Expertise: Offer hands-on tax advice and preparation services for TurboTax clients, addressing both simple and complex tax situations while utilizing professional tools and resources.
• Community Engagement: Adopt a community ambassador mindset to grow a local customer base, organizing events, workshops, and networking opportunities to increase brand awareness.
• Full Intuit Ecosystem Champion: Guide clients through their financial journey by identifying additional Intuit services that may benefit them, enhancing their overall experience.
• Build Long-Term Relationships: Foster trust and understanding with clients to transform one-time transactions into ongoing loyalty.
• Deliver Exceptional Customer

Experience

Ensure professionalism and genuine interest in helping clients reach their financial goals while addressing inquiries and challenges using state-of-the-art communication tools. What You Get: As a TurboTax Service Specialist, you will enjoy extensive company benefits and resources, including a 401(k) with company matching, paid sick time, stock purchase plans, insurance coverage, and discounts on Intuit products. Key

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney preferred with strong tax preparation experience.
• Active Preparer Tax Identification Number (PTIN) required.
• Minimum of 3 years' experience filing a substantial number of federal and state individual tax returns using professional software.
• Willingness to expand skillset into additional services (e.g., bookkeeping, payroll).
• Ability to work on-site during business hours (minimum 20 hours per week).
• Commitment to ongoing training and development.
• Must be comfortable using your name and photo for advertising purposes.
• Interest in creating community-focused tax content and resources.
• Bilingual skills (English/Spanish) are a plus. Attributes &

Skills

• Passionate about empowering clients and simplifying taxation.
• Community-oriented with a desire to engage and enhance brand presence locally.
• Entrepreneurial mindset focused on customer growth.
• Exceptional customer service with a warm and professional approach.
• Strong communication abilities.
• Ability to handle multiple tasks efficiently in a fast-paced environment.
• Tech-savvy with experience in tax software and CRM tools. Additional

Requirements

• Must reside in the United States.
• Must possess or be able to obtain any relevant state licenses or certifications. This position offers competitive compensation, including cash bonuses and equity rewards, tailored to your experience and supported by our dedication to fair pay practices.