Local Tax Expert and Community Growth Advisor

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

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance by Intuit

Employee Assistance Program

Discounts on Intuit products + freeTur

Job summary

Intuit, Inc. seeks a TurboTax - Local Service Expert to work on-site at a TurboTax location in the United States, serving in-person and virtual clients. You will deliver tax preparation, expert advice, and connect clients with the broader Intuit ecosystem.

This role emphasizes community engagement and building a local client base while collaborating with tax specialists for complex cases. You will manage meetings and tailor solutions to individual financial needs.

Qualifications

• Active PTIN required to file taxes.
• Minimum 3 years of paid tax return preparation experience (30+ federal/state returns).
• Knowledge of tax laws and Circular 230.

Responsibilities

• Provide hands-on tax advice and prepare TurboTax clients' returns.
• Grow local TurboTax client base through outreach and events.
• Coordinate with internal tax specialists for complex cases.

Skills

EA/CPA/Attorney

PTIN

Tax return prep

Circular 230

Bilingual: EN/ES

Education

EA/CPA/Attorney credential

Tools

Tax software

CRM tools

Job description

Intuit, Inc. seeks a TurboTax - Local Service Expert to work on-site at a TurboTax location in the United States, serving in-person and virtual clients. You will deliver tax preparation, expert advice, and connect clients with the broader Intuit ecosystem.

This role emphasizes community engagement and building a local client base while collaborating with tax specialists for complex cases. You will manage meetings and tailor solutions to individual financial needs.