Local TurboTax Tax Expert & Community Advisor

Intuit; Los Altos (CA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan

Discounts on TurboTax products

Job summary

Intuit is seeking a TurboTax Local Service Expert to provide hands-on tax preparation and expert advice at a local TurboTax location. You will work on-site with a team of financial professionals, serving in-person and virtual clients, and you will collaborate with specialists in bookkeeping, payroll, and financial planning to deliver end-to-end services.

You will expand the local client base through community outreach, events, and referrals, acting as the local face of TurboTax while delivering

Qualifications

• EA, CPA or attorney with strong tax prep experience.
• Active PTIN required to file taxes.
• 3+ years preparing 1040 returns using professional software; familiar with Circular 230.

Responsibilities

• Provide hands-on tax advice and return preparation for TurboTax clients.
• Grow local TurboTax client base through community outreach and partnerships.
• Coordinate with bookkeeping, payroll, and advisory teams to deliver full service.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN

Tax advisory

Tools

TurboTax

Tax prep software

Job description

Intuit is seeking a TurboTax Local Service Expert to provide hands-on tax preparation and expert advice at a local TurboTax location. You will work on-site with a team of financial professionals, serving in-person and virtual clients, and you will collaborate with specialists in bookkeeping, payroll, and financial planning to deliver end-to-end services.

You will expand the local client base through community outreach, events, and referrals, acting as the local face of TurboTax while delivering