Local TurboTax Tax Advisor & Growth Champion

Intuit Inc.; Phoenix (AZ); On-site; USD 52,000 - 84,000; Part time

Benefits offered by this job

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Marketing support

Job summary

Intuit Inc. seeks a TurboTax Local Service Expert to provide on-site, full-service tax preparation and expert advice at a local TurboTax location.

You’ll engage with both in-person and virtual clients, delivering a seamless Intuit experience and expanding your local client base through community outreach. You will collaborate with a team of tax professionals, leveraging Intuit resources to offer holistic services, including bookkeeping and payroll, while building lasting client relationships and

Qualifications

• Enrolled Agent, CPA, or practicing attorney with strong tax prep experience.
• PTIN active to file taxes.
• 3+ years preparing 30+ federal/state 1040s per season using professional software.

Responsibilities

• Provide hands-on tax advice and preparation for TurboTax clients, from simple to complex returns.
• Grow local TurboTax client base through outreach and partnerships.
• Connect clients with Intuit services like bookkeeping, payroll, and financial planning.

Skills

Tax advisory

Client communication

Community outreach

Education

EA/CPA/Attorneys with tax prep experience

Tools

TurboTax software

CRM tools

Job description

Intuit Inc. seeks a TurboTax Local Service Expert to provide on-site, full-service tax preparation and expert advice at a local TurboTax location.

You’ll engage with both in-person and virtual clients, delivering a seamless Intuit experience and expanding your local client base through community outreach. You will collaborate with a team of tax professionals, leveraging Intuit resources to offer holistic services, including bookkeeping and payroll, while building lasting client relationships and