Local Tax Advisor & Community Builder

Intuit, Inc.; Dallas (TX); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Marketing support

Job summary

Intuit is seeking TurboTax Local Service Experts to join on-site locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while building local relationships and growing your client base.

This role emphasizes end-to-end service, from discovery to final returns, coordinating with fellow specialists to deliver a seamless TurboTax experience. Candidates should have strong tax credentials and a passion for community involvement, with the

Qualifications

• Active PTIN required to file taxes.
• 3+ years of paid tax return preparation experience using professional software.
• Familiarity with Circular 230.

Responsibilities

• Prepare simple to complex tax returns for TurboTax clients.
• Provide tax planning and advisory services.
• Grow local client base through outreach and community events.

Skills

Tax preparation

Customer service

Community outreach

Entrepreneurial spirit

Bilingual EN/ES

CRM tools

Education

EA (Enrolled Agent)

CPA

Licensed Attorney

Tools

TurboTax

CRM software

Tax research tools

Job description

Intuit is seeking TurboTax Local Service Experts to join on-site locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while building local relationships and growing your client base.

This role emphasizes end-to-end service, from discovery to final returns, coordinating with fellow specialists to deliver a seamless TurboTax experience. Candidates should have strong tax credentials and a passion for community involvement, with the