Local TurboTax Tax Advisor & Community Builder

Intuit Careers; Matawan (NJ); On-site; USD 37,000 - 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

Discounts on Intuit products

Job summary

Intuit is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States, delivering tax preparation and expert advice to individuals and small businesses. You will collaborate with a team of tax professionals and marketers to grow the local client base, build relationships, and deliver a seamless customer experience using TurboTax tools and resources.

Strong communication, empathy, and the ability to handle complex tax scenarios are essential, with

Qualifications

• At least 3 years of paid federal/state 1040 tax return prep.
• Active PTIN required to file taxes.
• Willing to grow into bookkeeping/payroll advisory.
• Comfortable working onsite 20+ hours/week, 8am-5pm.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Identify deductions, minimize taxes, maximize refunds, and provide future tax planning advice.
• Engage with the community to grow the local TurboTax client base.
• Coordinate with Intuit ecosystem services (bookkeeping, payroll, advisory).

Skills

EA/CPA/Attorney

Tax preparation

PTIN active

Onsite work

Bilingual EN/ES

Education

CPA/EA certification

Attorney license (optional)

Job description

Intuit is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States, delivering tax preparation and expert advice to individuals and small businesses. You will collaborate with a team of tax professionals and marketers to grow the local client base, build relationships, and deliver a seamless customer experience using TurboTax tools and resources.

Strong communication, empathy, and the ability to handle complex tax scenarios are essential, with