Local Tax Advisor & Community Growth Specialist

Intuit Careers; New York (NY); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products including

Marketing support and growth resources

Job summary

Intuit is seeking TurboTax - Local Service Experts to work on-site at a TurboTax location in the United States, delivering full-service tax return preparation and personalized tax guidance for clients, in coordination with a broader team of specialists.

You will act as a trusted advisor, help grow the local TurboTax client base, and provide a best-in-class customer experience using Intuit tools and resources to support community members year-round.

Qualifications

• EA/CPA/Attorney credentials preferred.
• Active PTIN as required by law to file taxes.

Responsibilities

• Provide hands-on tax advice and prepare returns for TurboTax clients.
• Develop local client base and community relationships.
• Coordinate with team of experts for comprehensive financial guidance.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Client relationship

On-site presence

Education

PTIN holder

Tools

Tax prep software

CRM/sales tools

Job description

Intuit is seeking TurboTax - Local Service Experts to work on-site at a TurboTax location in the United States, delivering full-service tax return preparation and personalized tax guidance for clients, in coordination with a broader team of specialists.

You will act as a trusted advisor, help grow the local TurboTax client base, and provide a best-in-class customer experience using Intuit tools and resources to support community members year-round.