Local Tax Expert & Community Advisor

Intuit, Inc.

Austin (TX)

On-site

USD 24,000 - 43,000

Part time

7 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to work on-site at a TurboTax location in the United States, providing hands-on tax advice and full service preparation for clients.

You will engage with individuals and businesses, collaborate with specialists, and grow the local client base through outreach and partnerships. You will connect clients to the broader Intuit ecosystem, including bookkeeping, payroll, and financial planning, while upholding a high standard of service and customer

Qualifications

  • EA, CPA, or practicing attorney with strong tax preparation experience and knowledge of tax laws preferred.
  • Active PTIN required by law to file taxes.
  • Minimum of 3 years of tax return preparation experience using professional software.
  • Willing to upskill into bookkeeping, payroll, or advisory services with training.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex situations.
  • Grow local TurboTax client base through community outreach, events, referrals, and partnerships.
  • Connect clients with Intuit ecosystem services (bookkeeping, payroll, financial planning) to deliver year-round support.
  • Deliver a best-in-class customer experience and build long-term client relationships.

Skills

EA
CPA
Enrolled Agent
PTIN (required)
Tax preparation experience
Bilingual (English/Spanish)
CRM/sales tools

Tools

Tax preparation software

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to work on-site at a TurboTax location in the United States, providing hands-on tax advice and full service preparation for clients.

You will engage with individuals and businesses, collaborate with specialists, and grow the local client base through outreach and partnerships. You will connect clients to the broader Intuit ecosystem, including bookkeeping, payroll, and financial planning, while upholding a high standard of service and customer

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