Local Tax Expert & Community Builder

Intuit, Inc.; Boulder (CO); On-site; USD 36,000 - 54,000; Full time

Job summary

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to work onsite at designated TurboTax locations across the United States, serving in-person and virtual clients who use TurboTax products.

You will provide full-service tax return preparation and expert tax advice, coordinating with specialists in business tax, bookkeeping, payroll, and advisory services to deliver a seamless end-to-end Intuit experience.

Qualifications

• Onsite TurboTax office role in the United States.
• Provide tax preparation services and expert advice.
• Grow local client base through outreach and events.
• Collaborate with specialists on business tax, bookkeeping, payroll, and advisory services.
• Must reside within the United States and obtain state licenses.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex tax situations.
• Conduct discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning.
• Lead local events and outreach to build a local client base and brand awareness.

Skills

Tax expertise

Customer service

On-site work

Bilingual (EN/ES) a plus

Education

EA/CPA/Practicing Attorney preferred

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to work onsite at designated TurboTax locations across the United States, serving in-person and virtual clients who use TurboTax products.

You will provide full-service tax return preparation and expert tax advice, coordinating with specialists in business tax, bookkeeping, payroll, and advisory services to deliver a seamless end-to-end Intuit experience.