Local Tax Advisor & Growth Advocate (Onsite)

Intuit, Inc.

Burien (WA)

On-site

USD 37,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
Product discounts
Marketing support

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at local TurboTax locations.

You will serve clients in person and remotely, delivering personalized tax solutions while collaborating with specialists across bookkeeping, payroll, and financial planning to ensure a complete client experience. You will grow the local TurboTax client base, foster relationships, and participate in community events, while upholding Intuit’s customer-centric

Qualifications

  • Active PTIN required by law to file taxes.
  • 3+ years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Act as a local community ambassador to grow the TurboTax client base with outreach and events.
  • Connect clients with the Intuit ecosystem of services (bookkeeping, payroll, financial planning) to build long-term relationships.
  • Build lasting relationships with clients, turning transactions into year-round engagement.
  • Deliver an exceptional customer experience across in-person and virtual interactions.

Skills

Tax prep
Tax advisory
Onsite work
Community outreach
Bilingual
CRM tools

Education

Tax credentials (EA/CPA/Attorney)

Tools

Tax software
CRM tools

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at local TurboTax locations.

You will serve clients in person and remotely, delivering personalized tax solutions while collaborating with specialists across bookkeeping, payroll, and financial planning to ensure a complete client experience. You will grow the local TurboTax client base, foster relationships, and participate in community events, while upholding Intuit’s customer-centric

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