Onsite Local Tax Expert & Community Builder

Intuit, Inc.; Norwalk (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

Intuit, Inc. is hiring TurboTax - Local Service Experts to provide hands-on tax advice and full preparation services at a local TurboTax location in the United States.

You will collaborate with specialists to deliver end-to-end client experiences, covering personal and business taxes, while growing the local client base and leveraging Intuit resources. The role emphasizes community engagement, in-person and virtual client interactions, and a strong focus on relationship-building, with training

Qualifications

• EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active PTIN as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230.
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit.
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development.
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on google.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice.
• Be a proactive community ambassador to grow a new local customer base for TurboTax through outreach and partnerships.
• Connect clients with Intuit solutions such as bookkeeping, payroll, financial planning, or Credit Karma.
• Deliver a best-in-class customer experience with in-person and video interactions.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

PTIN

Tax preparation experience

30+ 1040s per season

Willing to upskill

Onsite work

Bilingual English/Spanish

Holistic tax advisory

Tools

Professional tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is hiring TurboTax - Local Service Experts to provide hands-on tax advice and full preparation services at a local TurboTax location in the United States.

You will collaborate with specialists to deliver end-to-end client experiences, covering personal and business taxes, while growing the local client base and leveraging Intuit resources. The role emphasizes community engagement, in-person and virtual client interactions, and a strong focus on relationship-building, with training