Local Tax Advisor & Community Growth Specialist

Intuit Careers

Waco (TX)

On-site

USD 28,000 - 47,000

Part time

6 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee stock purchase plan
E&O insurance
Employee assistance program
Discounts on Intuit products
Marketing collaboration support

Job summary

Intuit seeks motivated individuals to join as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide in-person and virtual tax services, advise on personal and business taxes, and collaborate with a broader team of specialists to deliver end-to-end support.

You will grow the local client base, develop relationships, and participate in community events, while leveraging Intuit tools to offer a comprehensive financial services experience.

Qualifications

  • EA/CPA/Practicing Attorney with strong tax preparation experience
  • Active PTIN as required to file taxes
  • 3+ years filing 30+ federal/state returns per season using professional tax software
  • Willing to upskill into bookkeeping/payroll/advisory with training
  • Onsite at a TurboTax office, 8:00 AM–5:00 PM local time, 20+ hours/week
  • Must complete required training and development
  • Must wear Intuit uniforms and use name for advertising
  • Bilingual English/Spanish a plus
  • Experience in holistic tax advisory services a plus

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including complex situations
  • Act as a community ambassador and drive local client growth and referrals
  • Bridge clients to the Intuit ecosystem (bookkeeping, payroll, financial planning)
  • Build relationships to convert one-time transactions into long-term engagements
  • Deliver a best-in-class customer experience through in-person and virtual interactions

Skills

Tax preparation
PTIN holder
EA/CPA/Att
Onsite readiness
Bilingual (EN/ES)

Education

Tax credentials (EA/CPA/Att)

Tools

Tax software

Job description

Intuit seeks motivated individuals to join as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide in-person and virtual tax services, advise on personal and business taxes, and collaborate with a broader team of specialists to deliver end-to-end support.

You will grow the local client base, develop relationships, and participate in community events, while leveraging Intuit tools to offer a comprehensive financial services experience.

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