Onsite Tax Expert & Local Community Growth Advocate

Intuit, Inc.

Northglenn (CO)

On-site

USD 36,000 - 54,000

Full time

9 days ago
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Benefits offered by this job

401(k) Savings Plan
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
Free copy of TurboTax
Ongoing collaboration opportunities

Job summary

Intuit is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at a local TurboTax location in the United States. You will provide tax expertise, engage with clients in-person and virtually, and help customers navigate their tax needs.

This role emphasizes full-service tax preparation, client relationship building, and collaboration with a network of specialists across bookkeeping, payroll, and advisory services to deliver an end-to-end Intuit experience.

Qualifications

  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 30+ federal and state 1040 returns per season using professional tax preparation software.
  • Willing to upskill into additional service types or more complex work areas 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 compliance training and up-skilling.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Assist with deductions optimization, amendments, and tax planning.
  • Bridge clients with a broader team of specialists to deliver end-to-end Intuit experiences.
  • Grow local client base through outreach, grass-roots marketing, and community partnerships.
  • Deliver a best-in-class customer experience with on-site and virtual clients.

Skills

Enrolled Agent (EA)
CPA
Practicing Attorney
PTIN
Tax preparation software
Bilingual English/Spanish
CRM tools

Tools

Tax preparation software
CRM tools

Job description

Intuit is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at a local TurboTax location in the United States. You will provide tax expertise, engage with clients in-person and virtually, and help customers navigate their tax needs.

This role emphasizes full-service tax preparation, client relationship building, and collaboration with a network of specialists across bookkeeping, payroll, and advisory services to deliver an end-to-end Intuit experience.

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