Onsite Local Tax Expert & Community Advisor

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee stock purchase plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products (TurboTax

Marketing support

Job summary

Intuit, Inc. is seeking seasoned TurboTax Local Service Experts to prep taxes, advise clients, and grow a local client base at TurboTax locations across the United States.

You will work onsite, collaboratively with tax professionals, providing personalized service and leveraging Intuit resources to meet each client’s financial goals. The role emphasizes end-to-end client experiences, cross‑selling related services, and building lasting relationships within the local community, with competitive

Qualifications

• EA, CPA, or Practicing Attorney with strong tax preparation experience.
• Active PTIN as required by law to file taxes.
• 3+ years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax software.
• Willing to upskill into bookkeeping, payroll, and advisory services.
• Comfortable working onsite at a TurboTax office location 20+ hours per week.
• Willing to complete required training and wear company uniforms.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, including simple to complex scenarios.
• Act as a community ambassador to grow a local TurboTax client base.
• Connect clients with Intuit ecosystem solutions like bookkeeping or payroll.
• Build long-term relationships with customers through trust and ongoing engagement.
• Deliver an exceptional customer experience in-person and via video tools.

Skills

EA Certification

CPA

PTIN

Tax Preparation

Client Communication

Bilingual EN/SP

Onsite Work

Tax Software

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking seasoned TurboTax Local Service Experts to prep taxes, advise clients, and grow a local client base at TurboTax locations across the United States.

You will work onsite, collaboratively with tax professionals, providing personalized service and leveraging Intuit resources to meet each client’s financial goals. The role emphasizes end-to-end client experiences, cross‑selling related services, and building lasting relationships within the local community, with competitive