Tax Pro & Local Growth Advocate

Intuit, Inc.

Beaumont (TX)

On-site

USD 32,000 - 56,000

Part time

14 days+

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Discounts on Intuit products
Marketing support

Job summary

Intuit, Inc. seeks motivated individuals to join as TurboTax Local Service Experts at new TurboTax locations across the United States.

You will provide hands-on tax preparation and expert guidance to in-person and virtual clients, helping them navigate complex tax situations with personalized service. As a local ambassador, you will grow your client base via outreach, events, referrals, and partnerships, while collaborating with a broader Intuit team to connect clients to bookkeeping, payroll,

Qualifications

  • Active PTIN required by law to file taxes.
  • 3+ years of paid experience filing 30+ federal/state 1040s per season.
  • Willing to upskill into bookkeeping/payroll/advisory with training.
  • Onsite at a TurboTax location, minimum 20 hours per week.
  • Must complete required training and development as directed.

Responsibilities

  • Provide tax expertise and complete preparation for TurboTax clients, handling simple to complex situations.
  • Be a proactive community ambassador, growing local client base through outreach and referrals.
  • Connect clients with Intuit solutions such as bookkeeping, payroll, and advisory services.
  • Build relationships to turn one-time transactions into long-term loyalty.
  • Deliver an exceptional customer experience and assist clients with tax-related questions.

Skills

Enrolled Agent / CPA / Attorney
PTIN holder
3+ years 1040s per season
Upskill into additional services
onsite 20 hours/week
Tax advisory experience

Tools

Tax preparation software
CRM software

Job description

Intuit, Inc. seeks motivated individuals to join as TurboTax Local Service Experts at new TurboTax locations across the United States.

You will provide hands-on tax preparation and expert guidance to in-person and virtual clients, helping them navigate complex tax situations with personalized service. As a local ambassador, you will grow your client base via outreach, events, referrals, and partnerships, while collaborating with a broader Intuit team to connect clients to bookkeeping, payroll,

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