Onsite TurboTax Local Tax Expert & Community Growth

Intuit Inc.; Vancouver (WA); On-site; USD 36,000 - 56,000; Part time

Benefits offered by this job

401(k) with matching

Paid sick leave

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Free TurboTax copy

Marketing support

Job summary

Intuit Inc. seeks dedicated TurboTax Local Service Experts to work onsite at TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while building local client relationships and growing a community footprint.

Expect collaboration with specialists in bookkeeping, payroll, and advisory services to deliver end-to-end service. You will engage clients face-to-face and virtually, handle diverse tax scenarios, and drive personal and

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more 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 goggle.
• 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
• Experience in holistic tax advisory services beyond tax filing

Responsibilities

• Provide Tax Expertise - Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Be a Proactive Community Ambassador - actively build and grow a new local customer base for TurboTax through outreach, events, and partnerships.
• Organize and lead local events such as financial literacy workshops, community pop‑ups, and networking gatherings with the support of TurboTax marketing tools and resources.
• Champion the Full Intuit Ecosystem - connect clients with bookkeeping, payroll, and advisory services to address needs.
• Build Relationships - foster long‑term trust and repeat business with clients.
• Deliver a Best in Class Customer Experience - ensure professional, empathetic service and help clients achieve financial goals.

Skills

Enrolled Agent/CPA/Attorney

PTIN

Tax return filing (1040)

Upskilling

Onsite presence

Job description

Intuit Inc. seeks dedicated TurboTax Local Service Experts to work onsite at TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while building local client relationships and growing a community footprint.

Expect collaboration with specialists in bookkeeping, payroll, and advisory services to deliver end-to-end service. You will engage clients face-to-face and virtually, handle diverse tax scenarios, and drive personal and