Local TurboTax Tax Advisor & Growth Lead

Intuit, Inc.; Tucson (AZ); On-site; USD 26,000 - 46,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Expert team, offering full-service tax preparation and advisory services at a TurboTax location in the United States.

You will work on-site with a collaborative team, serving in-person and virtual clients, and growing the local TurboTax client base through outreach and community engagement. Role emphasizes hands-on tax preparation, expert advice, and integration with the broader Intuit ecosystem, including

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230

Responsibilities

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a Proactive Community Ambassador - actively build and grow a new local customer base and serve as the local face of TurboTax.
• Champion the Full Intuit Ecosystem - connect clients with Intuit solutions such as bookkeeping, payroll, financial planning, or Credit Karma.
• Build Relationships - develop long-term trust and convert transactions into multi-year relationships.
• Deliver a Best in Class Customer Experience – ensure exceptional service and support across in-person and virtual interactions.

Skills

EA

CPA

Practicing Attorney

Job description

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Expert team, offering full-service tax preparation and advisory services at a TurboTax location in the United States.

You will work on-site with a collaborative team, serving in-person and virtual clients, and growing the local TurboTax client base through outreach and community engagement. Role emphasizes hands-on tax preparation, expert advice, and integration with the broader Intuit ecosystem, including