Local Tax Expert & Community Growth Advocate

Intuit Inc.; Montgomery (AL); On-site; USD 37,000 - 56,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products

E&O Insurance provided by Intuit

Job summary

Intuit Inc. seeks motivated individuals to join as TurboTax Local Service Experts at a TurboTax location in the United States.

You will handle on-site, in-person and virtual client interactions, delivering full-service tax return preparation and expert guidance to help customers achieve financial goals. Role emphasizes community engagement, local growth, and collaboration with specialists across bookkeeping, payroll, and advisory services, while staying within Intuit’s standards and training

Qualifications

• Enrolled Agent (EA), CPA, or practicing attorney with tax preparation experience preferred.
• Active PTIN as required by law to file taxes.
• 3+ years of paid experience filing 30+ federal/state individual 1040 returns per tax season using professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
• Grow TurboTax client base locally through outreach, events, and partnerships.
• Connect clients with related services like bookkeeping, payroll, and financial planning within Intuit ecosystem.

Skills

Tax preparation

Communication

Customer service

Tax planning

Education

EA/CPA/Practicing Attorney credential

Tools

Tax preparation software

CRM tools

Job description

Intuit Inc. seeks motivated individuals to join as TurboTax Local Service Experts at a TurboTax location in the United States.

You will handle on-site, in-person and virtual client interactions, delivering full-service tax return preparation and expert guidance to help customers achieve financial goals. Role emphasizes community engagement, local growth, and collaboration with specialists across bookkeeping, payroll, and advisory services, while staying within Intuit’s standards and training