Local Tax Service Expert & Community Advisor

Intuit, Inc.

Leander (TX)

On-site

USD 32,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Discounts on Intuit products and free年

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States.

You will provide tax preparation, advice, and software support, while connecting clients with a broader Intuit ecosystem including bookkeeping, payroll, and financial planning. You will grow the local client base through outreach, community events, and partnerships, acting as the local face of TurboTax and delivering a best-in-class customer experience across both in-person and

Qualifications

  • EA or CPA or practicing attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN required to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software; familiarity with Circular 230.
  • Willing to upskill into additional service types with training provided.
  • Onsite at a TurboTax office, 8:00 AM–5:00 PM, Mon–Fri, for a minimum of 20 hours/week; hours may scale during tax season.
  • Willing to complete required training and development; uniforms; advertising use of name/picture.
  • Interest in building a local and online social presence as a TurboTax Expert and creating tax tips/content.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients across personal and business income, deductions, amendments.
  • Lead local growth through outreach, events, partnerships, and referrals to convert prospects into long-term clients.
  • Connect clients with Intuit solutions like bookkeeping, payroll, and financial planning to address needs.
  • Deliver an exceptional customer experience and guide clients to year-round support within the Intuit ecosystem.

Skills

Enrolled Agent (EA) / CPA / Attorney
Active PTIN
3+ years 1040 filings
Circular 230 familiarity
Willing to upskill
Onsite work readiness
Training compliance
Uniform wear
Community engagement
Bilingual English/Spanish (nice toHave

Tools

Tax software
CRM systems

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States.

You will provide tax preparation, advice, and software support, while connecting clients with a broader Intuit ecosystem including bookkeeping, payroll, and financial planning. You will grow the local client base through outreach, community events, and partnerships, acting as the local face of TurboTax and delivering a best-in-class customer experience across both in-person and

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