Local TurboTax Tax Advisor & Community Growth Lead

Intuit, Inc.

Stamford (CT)

On-site

USD 33,000 - 55,000

Full time

9 days ago

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on TurboTax products
Free TurboTax copy

Job summary

Intuit, Inc. is seeking motivated TurboTax Local Service Experts to join our on-site team and help customers with tax preparation, planning, and software support.

You will work closely with specialists to deliver end-to-end service, building trust and guiding clients through complex scenarios. You will act as a community ambassador, expand the local client base, and leverage Intuit tools to deliver personalized experiences.

Qualifications

  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software.
  • Willing to work onsite at a TurboTax office 20+ hours per week.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax preparation and advice for TurboTax clients, from simple to complex scenarios.
  • Serve as a local ambassador to grow TurboTax client base and community partnerships.
  • Collaborate with tax, bookkeeping, payroll, and advisory teams to deliver end-to-end solutions.
  • Deliver exceptional customer experiences and guide clients toward year-round financial services.

Skills

Tax preparation
Tax advisory
Client relationships
Community outreach

Education

EA/CPA/Attorney credentials

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is seeking motivated TurboTax Local Service Experts to join our on-site team and help customers with tax preparation, planning, and software support.

You will work closely with specialists to deliver end-to-end service, building trust and guiding clients through complex scenarios. You will act as a community ambassador, expand the local client base, and leverage Intuit tools to deliver personalized experiences.

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