Local Tax Advisor & Community Growth Expert

Intuit

Marrero (LA)

On-site

USD 77,366,000 - 117,482,000

Full time

13 days ago

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Benefits offered by this job

401(k) with match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products + freeTur
Marketing support

Job summary

Intuit is hiring TurboTax – Local Service Experts to provide full-service tax preparation and expert guidance at a TurboTax location in the United States. You’ll work closely with a team of specialists to deliver end-to-end tax solutions and personal financial planning support.

You will grow the local client base, participate in community events, and leverage marketing tools to expand Intuit’s presence while ensuring a seamless customer experience.

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN required by law to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional software.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Onsite at a TurboTax office, 8:00–17:00 local time, Mon–Fri, for at least 20 hours/week.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex returns.
  • Act as a community ambassador to grow local TurboTax client base and foster referrals.
  • Connect clients withIntuit ecosystem services (bookkeeping, payroll, financial planning, Credit Karma).
  • Build long-term relationships by understanding complete client financial pictures.
  • Deliver a best-in-class customer experience across in-person and virtual interactions.

Skills

Enrolled Agent
CPA
Attorney
PTIN active
Tax preparation

Tools

TurboTax software
CRM tools

Job description

Intuit is hiring TurboTax – Local Service Experts to provide full-service tax preparation and expert guidance at a TurboTax location in the United States. You’ll work closely with a team of specialists to deliver end-to-end tax solutions and personal financial planning support.

You will grow the local client base, participate in community events, and leverage marketing tools to expand Intuit’s presence while ensuring a seamless customer experience.

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