Local Tax Advisor & Community Growth Specialist

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

Benefits offered by this job

401(k) match

Paid sick time

Employee stock purchase plan

E&O Insurance

Employee Assistance Program

TurboTax discounts

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to work on-site at a TurboTax location in the United States, delivering hands-on tax preparation and personalized guidance to individuals and small businesses.

You will serve as a trusted advisor, building relationships and driving local growth with the support of TurboTax marketing tools. You will collaborate with a team of specialists to connect clients with bookkeeping, payroll, and advisory services, ensuring a seamless, end-to-end Intuit

Qualifications

• EA/CPA/Attorney with strong tax prep experience preferred.
• Active PTIN required to file taxes.
• 3+ years of paid tax return preparation experience using professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
• Grow local client base through outreach, events, and partnerships.
• Bridge clients with specialists for bookkeeping, payroll, and advisory services.
• Deliver a best-in-class customer experience in-person and via video tools.

Skills

Tax preparation

Customer onboarding

Bilingual English/Spanish

Communication skills

CRM tools familiarity

Education

Enrolled Agent / CPA / Attorney

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to work on-site at a TurboTax location in the United States, delivering hands-on tax preparation and personalized guidance to individuals and small businesses.

You will serve as a trusted advisor, building relationships and driving local growth with the support of TurboTax marketing tools. You will collaborate with a team of specialists to connect clients with bookkeeping, payroll, and advisory services, ensuring a seamless, end-to-end Intuit