Local Tax Advisor & Community Growth Lead

Intuit, Inc.; Belen (NM); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support

Job summary

Intuit, Inc. is seeking skilled TurboTax Local Service Experts to join a TurboTax location across the United States.

You will provide hands-on tax preparation and expert tax advice, serving in-person and virtual clients while building long-term relationships and growing the local base. You will work onsite, collaborate with specialists across bookkeeping, payroll, and financial planning, and participate in community outreach to enhance client loyalty.

Qualifications

• EA/CPA/Attorney with strong tax prep experience and knowledge of tax laws preferred.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax prep software; familiarity with Circular 230.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex tax situations; facilitate discovery sessions and tax reviews; provide future tax planning.
• Act as a proactive community ambassador to build and grow a local customer base; organize local events and outreach with marketing support.
• Champion the full Intuit ecosystem by connecting clients with bookkeeping, payroll, financial planning, or Credit Karma as relevant.
• Build relationships and trust with clients to convert transactions into long-term engagements.
• Deliver a best-in-class customer experience with professional service and clear communications, in-person and via video tools.

Skills

Tax preparation

PTIN active

Tax laws knowledge

Onsite work

Community outreach

Bilingual English/Spanish (plus)

Tools

Professional tax prep software

CRM tools

Job description

Intuit, Inc. is seeking skilled TurboTax Local Service Experts to join a TurboTax location across the United States.

You will provide hands-on tax preparation and expert tax advice, serving in-person and virtual clients while building long-term relationships and growing the local base. You will work onsite, collaborate with specialists across bookkeeping, payroll, and financial planning, and participate in community outreach to enhance client loyalty.