Local TurboTax Tax Advisor & Community Growth Lead

Intuit, Inc.

Calhan (CO)

On-site

USD 36,000 - 54,000

Full time

10 days ago

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Benefits offered by this job

Cash bonus
Equity rewards
Comprehensive benefits
401(k) matching

Job summary

Intuit, Inc. is seeking energetic Local Service Experts to perform full-service tax return preparation and tax advisory for TurboTax clients at a TurboTax location in the United States.

You will engage with local communities, grow the client base, and collaborate with a network of specialists to provide end-to-end tax solutions. role emphasizes on-site tax services, customer-centric delivery, and leveraging Intuit resources for ongoing support and referrals.

Qualifications

  • EA/CPA/Attorneys preferred with strong tax prep knowledge.
  • Active PTIN required by law to file taxes.
  • Minimum of 3 years of paid tax returns filed (30+ individual returns per season) using professional software.
  • Willingness to upskill into additional service types with company training.
  • Must work onsite at a TurboTax location; 20+ hours per week during peak periods.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including simple to complex scenarios.
  • Act as local community ambassador to grow TurboTax client base through outreach and events.
  • Guide clients through Intuit ecosystem, linking tax needs to bookkeeping, payroll, and planning services.
  • Build long-term relationships with clients to drive loyalty and referrals.
  • Deliver an exceptional customer experience across in-person and virtual interactions.

Skills

EA/CPA/Attorney
PTIN
Tax returns (30+ per season)
Upskill training
Onsite work
Bilingual (English/Spanish)
CRM/Sales tools
Tax software proficiency

Tools

TurboTax software
CRM tools

Job description

Intuit, Inc. is seeking energetic Local Service Experts to perform full-service tax return preparation and tax advisory for TurboTax clients at a TurboTax location in the United States.

You will engage with local communities, grow the client base, and collaborate with a network of specialists to provide end-to-end tax solutions. role emphasizes on-site tax services, customer-centric delivery, and leveraging Intuit resources for ongoing support and referrals.

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