Onsite Local Tax Advisor and Community Growth Lead

Intuit, Inc.; Westwego (LA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts (TurboTax)

Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will provide hands-on tax preparation, tax advice, and software support, collaborating with a broader team of specialists to deliver a seamless Intuit experience.

Your role includes growing the local client base, hosting community events, and guiding clients to related services like bookkeeping, payroll, planning, and Credit Karma, while upskilling as needed.

Qualifications

• EA (Enrolled Agent), CPA or Practicing Attorney with strong tax prep experience and tax-law knowledge.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.
• Willing to upskill into additional service types (bookkeeping, payroll, tax advisory) with training.
• onsite at a TurboTax office 8:00 AM–5:00 PM, 20+ hours per week.
• Must complete training and development as required, and may wear Intuit uniforms for advertising.
• Interested in building a local and online TurboTax social presence.
• Bilingual (English/Spanish) communication a plus.
• Experience in holistic tax advisory beyond tax filing.

Responsibilities

• Provide Tax Expertise: hands-on advice and complete preparation for TurboTax clients, handling personal and business income, deductions, amendments.
• Be a Proactive Community Ambassador: grow local client base through outreach, events, and partnerships.
• Champion the Full Intuit Ecosystem: connect clients with bookkeeping, payroll, planning, and Credit Karma services.
• Build Relationships: develop long-term trust to convert transactions into year-round engagements.
• Deliver a Best in Class Customer Experience: offer professional service and assist with Intuit video tools.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN

1040 Returns

Circular 230

Uniforms

Community building

Bilingual English/Spanish

Tax advisory

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will provide hands-on tax preparation, tax advice, and software support, collaborating with a broader team of specialists to deliver a seamless Intuit experience.

Your role includes growing the local client base, hosting community events, and guiding clients to related services like bookkeeping, payroll, planning, and Credit Karma, while upskilling as needed.