Onsite Tax Expert & Local Growth Partner

Intuit, Inc.; Peralta (NM); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

Stock Purchase Plan

E&O Insurance

Discounts on TurboTax

Job summary

Intuit, Inc. is hiring TurboTax - Local Service Experts to work on-site at a TurboTax location in the United States, delivering tax preparation and advisory services to individuals and small businesses.

You will work with a team to connect clients with Intuit solutions, including bookkeeping, payroll, and financial planning, while building lasting relationships in the local community. This role emphasizes hands-on tax work, customer service, and growth of the local client base.

Qualifications

• EA/CPA or practicing attorney with tax prep experience preferred.
• Active PTIN required to file taxes.
• Process 30+ federal/state 1040s per tax season with professional software.

Responsibilities

• Provide hands-on tax advice and prepare returns for TurboTax clients.
• Identify deductions and optimize tax outcomes, including amendments.
• Collaborate with team to offer full Intuit ecosystem services.
• Grow local TurboTax client base through outreach and events.
• Ensure a seamless, end-to-end client experience.

Skills

EA/CPA

PTIN

30+ returns

Onsite work

Bilingual EN/ES

TurboTax

Tools

CRM tools

Intuit TurboTax

Job description

Intuit, Inc. is hiring TurboTax - Local Service Experts to work on-site at a TurboTax location in the United States, delivering tax preparation and advisory services to individuals and small businesses.

You will work with a team to connect clients with Intuit solutions, including bookkeeping, payroll, and financial planning, while building lasting relationships in the local community. This role emphasizes hands-on tax work, customer service, and growth of the local client base.