Local Tax Expert & Community Growth Advocate

Intuit, Inc.; Sandusky (OH); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Marketing support network

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to provide hands-on tax preparation and expert tax advice at a local TurboTax location.

You will serve in-person and virtual clients, delivering end-to-end tax services and leveraging Intuit resources to meet diverse client needs. You will also engage the local community to grow the client base, build relationships, and promote a wide range of Intuit services, including bookkeeping and payroll, while maintaining a strong focus on exceptional

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 paid experience filing 30+ federal/state Form 1040 tax returns per season using professional tax software; Familiarity with Circular 230.

Responsibilities

• Provide hands-on tax advice and completion services for TurboTax clients, including complex scenarios.
• Build and grow a local TurboTax client base through outreach and partnerships.
• Introduce clients to Intuit ecosystem services like bookkeeping, payroll, and financial planning.

Skills

Tax advisory

Client education

Excellent communication

Community outreach

Education

EA/CPA/Attorney credentials

Tools

Professional tax software

CRM systems

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to provide hands-on tax preparation and expert tax advice at a local TurboTax location.

You will serve in-person and virtual clients, delivering end-to-end tax services and leveraging Intuit resources to meet diverse client needs. You will also engage the local community to grow the client base, build relationships, and promote a wide range of Intuit services, including bookkeeping and payroll, while maintaining a strong focus on exceptional