Local TurboTax Tax Advisor & Community Builder

Intuit, Inc.; Newburyport (MA); On-site; USD 41,000 - 47,000; Full time

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work on-site at a TurboTax location in the United States.

You will provide full-service tax return preparation, offer expert tax advice, and collaborate with specialists across bookkeeping, payroll, and financial planning to deliver an end-to-end Intuit experience. You’ll engage with local communities, grow the client base, and build long-term relationships while delivering a best-in-class customer experience in-person and

Qualifications

• EA/CPA/Attorney with strong tax prep experience
• Active PTIN to file taxes
• 3+ years filing 30+ federal/state 1040 returns per season
• Willing to upskill into bookkeeping/payroll/advisory
• Onsite at TurboTax office 20 hours/week

Responsibilities

• Provide hands-on tax advice and prepare returns for TurboTax clients
• Identify deductions, minimize liabilities, maximize refunds
• Lead local growth through outreach and events
• Coordinate with specialists for full Intuit ecosystem

Skills

Enrolled Agent (EA)

CPA

Practicing Attorney

PTIN holder

Tax return prep (3+ yrs)

Onsite availability

Upskill in bookkeeping

Bilingual English/Spanish

CRM/Sales tools

Education

Enrolled Agent certification

CPA licensure

Practicing Attorney license

Tools

Tax prep software

CRM tools

Circular 230 familiarity

Job description

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work on-site at a TurboTax location in the United States.

You will provide full-service tax return preparation, offer expert tax advice, and collaborate with specialists across bookkeeping, payroll, and financial planning to deliver an end-to-end Intuit experience. You’ll engage with local communities, grow the client base, and build long-term relationships while delivering a best-in-class customer experience in-person and