Local TurboTax Expert & Community Financial Advisor

Intuit, Inc.; Cripple Creek (CO); On-site; USD 36,000 - 54,000; Part time

Benefits offered by this job

401(k) Savings Plan with company匹配

paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

free copy of TurboTax

Collaboration with TurboTax network &\

Job summary

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

You will provide hands-on tax preparation, offer expert tax advice, and connect clients with a full Intuit ecosystem of services including bookkeeping, payroll, and financial planning. The role focuses on growing a local client base, delivering personalized service, and maintaining long‑term relationships while supporting community engagement and local marketing

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development.
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Experience in holistic tax advisory services beyond tax filing

Responsibilities

• Provide Tax Expertise - Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax.
• Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward.
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals

Skills

EA/CPA/Attorney

PTIN active

3+ years 1040s

Onsite 20h/wk

Training required

Uniforms provided

Bilingual EN/ES

Holistic tax advisory

Upskill in services

Local community outreach

Job description

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

You will provide hands-on tax preparation, offer expert tax advice, and connect clients with a full Intuit ecosystem of services including bookkeeping, payroll, and financial planning. The role focuses on growing a local client base, delivering personalized service, and maintaining long‑term relationships while supporting community engagement and local marketing