Local TurboTax CPA: Tax Expert & Community Builder

Intuit, Inc.; Lawrenceville (GA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Free copy of TurboTax

Marketing support

Job summary

Intuit is seeking tax professionals to join TurboTax Local Service locations, providing hands-on tax preparation and expert advice to clients in person and online. You will be part of a team of financial experts, collaborating to deliver complete tax solutions and build a local client base.

You will engage with clients to uncover needs, educate on Intuit ecosystem, and deliver high-quality service while advancing community presence and brand awareness.

Qualifications

• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Active PTIN as required to file taxes.
• Experience in holistic tax advisory beyond tax filing is preferred.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Grow TurboTax client base locally through outreach, events, and partnerships.
• Collaborate with the Intuit ecosystem to connect clients with bookkeeping, payroll, and financial planning services.
• Deliver exceptional customer experiences and maintain professional standards during on-site and virtual meetings.

Skills

Tax expertise

Customer service

Community outreach

Marketing liaison

Education

PTIN active

Enrolled Agent (EA)

CPA

Practicing Attorney

Tools

Tax preparation software

CRM/Sales tools

Job description

Intuit is seeking tax professionals to join TurboTax Local Service locations, providing hands-on tax preparation and expert advice to clients in person and online. You will be part of a team of financial experts, collaborating to deliver complete tax solutions and build a local client base.

You will engage with clients to uncover needs, educate on Intuit ecosystem, and deliver high-quality service while advancing community presence and brand awareness.