Local Tax Expert & Community Growth Lead (Onsite)

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discounts

Free TurboTax copy

Marketing collaboration

Job summary

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Expert team at a U.S. TurboTax location.

You will provide hands-on tax return preparation, expert guidance, and software support to personal and small business clients in a local community setting. You’ll collaborate with a network of specialists across bookkeeping, payroll, financial planning and advisory services, delivering end-to-end solutions while building lasting client relationships through proactive

Qualifications

• EA/CPA/Attorney credential required or equivalent.
• Active PTIN required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season.

Responsibilities

• Provide hands-on tax return preparation for TurboTax clients, handling simple to complex scenarios.
• Grow local TurboTax client base through outreach and community events.
• Collaborate with Intuit ecosystem to offer bookkeeping, payroll, and advisory services.

Skills

Tax preparation

Onsite client engagement

Bilingual English/Spanish

CRM tools familiarity

Communication skills

Independent work

Education

EA/CPA/Attorney credential

Active PTIN

Tools

CRM software

Intuit marketing tools

Professional tax software

Job description

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Expert team at a U.S. TurboTax location.

You will provide hands-on tax return preparation, expert guidance, and software support to personal and small business clients in a local community setting. You’ll collaborate with a network of specialists across bookkeeping, payroll, financial planning and advisory services, delivering end-to-end solutions while building lasting client relationships through proactive