Local TurboTax Tax Advisor & Community Growth Lead

Intuit, Inc.; Cartersville (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k match

Sick time

ESPP

E&O Insurance

Employee Assistance Program

Job summary

Intuit, Inc. seeks a TurboTax - Local Service Expert to provide on-site tax preparation and expert advice at a local TurboTax location in the United States. You will collaborate with specialists across bookkeeping, payroll, planning, and advisory services to deliver an end-to-end client experience.

You will grow the local client base, engage with the community through events, and leverage marketing tools to build lasting relationships while guiding clients toward the full Intuit ecosystem.

Qualifications

• EA / CPA / Attorney licenses preferred.
• Active PTIN required to file taxes by law.
• 3+ years preparing 30+ federal/state 1040s per season using professional software; Circular 230 familiarity.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations.
• Lead discovery sessions and tax reviews to uncover deductions and plan for future taxes.
• Grow TurboTax client base locally through outreach, events, and partnerships.
• Connect clients with bookkeeping, payroll, and advisory services as part of the Intuit ecosystem.
• Deliver a best-in-class customer experience with professionalism and clear guidance.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Job description

Intuit, Inc. seeks a TurboTax - Local Service Expert to provide on-site tax preparation and expert advice at a local TurboTax location in the United States. You will collaborate with specialists across bookkeeping, payroll, planning, and advisory services to deliver an end-to-end client experience.

You will grow the local client base, engage with the community through events, and leverage marketing tools to build lasting relationships while guiding clients toward the full Intuit ecosystem.