Local Tax Advisor & Community Growth Expert

Intuit Careers

Lafayette (LA)

On-site

USD 32,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products

Job summary

Intuit Careers seeks experienced TurboTax Local Service Experts to deliver full-service tax preparation and personalized advisory services at a local TurboTax location in the United States. You will collaborate with a team of tax professionals to serve in-person and virtual clients, building lasting relationships and expanding the local TurboTax footprint.

You will connect clients with bookkeeping, payroll, and financial planning resources, delivering a comprehensive Intuit experience.

Qualifications

  • Enrolled Agent (EA), CPA or practicing attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software; familiarity with Circular 230.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex tax scenarios.
  • Act as a local community ambassador to grow TurboTax client base through outreach and partnerships.
  • Introduce clients to Intuit solutions like bookkeeping, payroll, and financial planning as part of a holistic advisory approach.
  • Build long-term relationships by delivering a proactive, best-in-class customer experience.
  • Participate in local events and utilize marketing tools to drive customer engagement.

Skills

Tax preparation
Customer service
Onsite work
Bilingual English/Spanish

Education

Active EA/CPA/Attorney license

Tools

TurboTax software
CRM tools
Tax preparation software

Job description

Intuit Careers seeks experienced TurboTax Local Service Experts to deliver full-service tax preparation and personalized advisory services at a local TurboTax location in the United States. You will collaborate with a team of tax professionals to serve in-person and virtual clients, building lasting relationships and expanding the local TurboTax footprint.

You will connect clients with bookkeeping, payroll, and financial planning resources, delivering a comprehensive Intuit experience.

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