Local Tax Advisor & Community Growth Leader

Intuit

San Antonio (TX)

On-site

USD 65,000 - 90,000

Full time

19 hours ago
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Benefits offered by this job

401(k) matching
Employee Stock Purchase Plan
Discounts on Intuit products
Paid sick time

Job summary

Intuit is seeking year-round TurboTax Local Service Experts to provide on-site, full-service tax return preparation and expert advice at a TurboTax location. You will connect clients with specialists across bookkeeping, payroll, and advisory services to deliver end-to-end Intuit solutions.

You will actively build the local client base, engage with the community, and use marketing tools to grow relationships while maintaining a high standard of service and client trust.

Qualifications

  • EA, CPA, or practicing attorney with strong tax preparation experience.
  • Active PTIN as required by law to file taxes.
  • 3+ years of paid tax return filing using professional software; familiarity with Circular 230.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Grow the local TurboTax client base through outreach and partnerships.
  • Coordinate with cross-functional experts for holistic financial advice.
  • Deliver an exceptional customer experience in-person and virtually.

Skills

Tax expertise
Client advisory
Community outreach
Bilingual English/Spanish (plus)

Education

EA/CPA/Practicing Attorney

Tools

Tax preparation software
CRM/sales tools

Job description

Intuit is seeking year-round TurboTax Local Service Experts to provide on-site, full-service tax return preparation and expert advice at a TurboTax location. You will connect clients with specialists across bookkeeping, payroll, and advisory services to deliver end-to-end Intuit solutions.

You will actively build the local client base, engage with the community, and use marketing tools to grow relationships while maintaining a high standard of service and client trust.

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