Local Tax Advisor & Community Growth Specialist

Intuit, Inc.; Paxtang (PA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance via Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to perform on-site tax preparation and advisory services. You will engage with clients in person and virtually, deliver end-to-end tax experiences, and collaborate with a broader team of specialists across bookkeeping, payroll, and financial planning.

Role emphasizes building local relationships, growing clientele, and delivering a best-in-class customer experience with marketing support from TurboTax.

Qualifications

• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 tax returns per tax season using professional tax preparation software.
• Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a proactive community ambassador to grow local TurboTax client base.
• Develop understanding of client’s financial picture and connect them with Intuit solutions.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

PTIN holder

Bilingual English/Spanish

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to perform on-site tax preparation and advisory services. You will engage with clients in person and virtually, deliver end-to-end tax experiences, and collaborate with a broader team of specialists across bookkeeping, payroll, and financial planning.

Role emphasizes building local relationships, growing clientele, and delivering a best-in-class customer experience with marketing support from TurboTax.