Local Tax Advisor & Community Growth Pro

Intuit, Inc.; Marietta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Product discounts

Job summary

Intuit, Inc. seeks motivated individuals for TurboTax Local Service Expert roles at a Turbotax location in the United States.

You will perform full-service tax preparation and provide expert tax advice, while collaborating with a team of specialists to deliver a seamless Intuit experience. You will grow the local client base, engage with the community, and connect clients to additional Intuit services like bookkeeping, payroll, and financial planning.

Qualifications

• EA, CPA, or Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active PTIN is required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state individual 1040 returns per tax season using professional tax software.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations.
• Grow TurboTax client base through local outreach, events, referrals, and community partnerships.
• Coordinate with bookkeeping, payroll, and advisory teams to deliver end-to-end Intuit services.

Skills

Enrolled Agent

Certified Public Accountant

Practicing Attorney

Onsite tax preparation experience

Tools

Professional tax software

CRM/sales tools

Job description

Intuit, Inc. seeks motivated individuals for TurboTax Local Service Expert roles at a Turbotax location in the United States.

You will perform full-service tax preparation and provide expert tax advice, while collaborating with a team of specialists to deliver a seamless Intuit experience. You will grow the local client base, engage with the community, and connect clients to additional Intuit services like bookkeeping, payroll, and financial planning.