Local Tax Expert & Community Growth Advisor

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

Benefits offered by this job

401(k) match

Product discounts including TurboTax

Marketing support and collaboration

Job summary

Intuit, Inc. is seeking proactive TurboTax - Local Service Experts to deliver expert tax preparation and personalized advice at TurboTax locations across the United States.

You will combine tax knowledge with community outreach to build a thriving local client base and coordinate with a network of specialists for comprehensive financial support. You will work on-site, serving in-person and virtual clients, handling a spectrum from basic W-2 filings to complex tax scenarios, while growing loyalty

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Act as a community ambassador to grow the local TurboTax client base through outreach, events, and partnerships.
• Develop relationships with clients to turn one-time engagements into long-term partnerships.
• Deliver exceptional customer experience in person and via Intuit tools.

Skills

EA/CPA/Attorney

PTIN holder

Tax return filing

Onsite work

Bilingual (English/Spanish)

Job description

Intuit, Inc. is seeking proactive TurboTax - Local Service Experts to deliver expert tax preparation and personalized advice at TurboTax locations across the United States.

You will combine tax knowledge with community outreach to build a thriving local client base and coordinate with a network of specialists for comprehensive financial support. You will work on-site, serving in-person and virtual clients, handling a spectrum from basic W-2 filings to complex tax scenarios, while growing loyalty