Tax Services Expert

Intuit; Athens (GA); On-site; USD 21,000 - 34,000; Part time

Benefits offered by this job

401(k) savings plan

Stock purchase options

Paid sick time

Tutorials with growth-minded pros

Job summary

Intuit is seeking TurboTax Local Service Experts to join a team of financial professionals on-site at a TurboTax location. You will focus on full-service tax return preparation, provide expert tax advice, and guide clients through complex tax situations.

Responsibilities include delivering hands-on tax services, engaging with the local community to grow TurboTax’s presence, and promoting Intuit offerings such as bookkeeping, payroll, and financial planning. On-site, part-time hours available.

Qualifications

• EA, CPA, or practicing attorney with strong tax preparation experience preferred.
• Active PTIN with at least 3 years of experience preparing 30+ 1040 returns per season.
• Willingness to work on-site for at least 20 hours per week.
• Willingness to complete training and participate in community engagement.
• Bilingual communication skills are a plus.

Responsibilities

• Provide hands-on tax advice and services for clients.
• Engage with the local community to grow TurboTax’s client base.
• Explain and promote Intuit offerings such as bookkeeping, payroll, and financial planning.
• Build trust and rapport with clients for long-term loyalty.
• Deliver exceptional customer service at a TurboTax location.

Skills

Tax expertise

Client communication

Independent worker

Community engagement

Education

EA/CPA/Attorney credentials

Active PTIN

Job description

Overview

Intuit is looking for motivated individuals to join our team as TurboTax Local Service Experts. This exciting opportunity allows you to combine your tax expertise with community engagement, helping customers through the complexities of their tax needs.

About the Role

As a TurboTax Local Service Expert, you will work on‑site at a TurboTax location while collaborating with a team of financial professionals. Focus your efforts on full‑service tax return preparation, provide expert tax advice, and support clients in navigating their tax situations. Key responsibilities include:

• Provide Tax Expertise: Offer hands‑on tax advice and services for clients, addressing a range of situations from simple to complex.


• Be a Community Ambassador: Engage with the local community to grow TurboTax’s client base through outreach and events.


• Champion Intuit Solutions: Help clients understand and access Intuit's offerings, such as bookkeeping, payroll, and financial planning.


• Build Relationships: Create trust and rapport with clients to encourage long‑term loyalty.


• Deliver Exceptional Customer

Experience

Provide professionalism and genuine interest in helping clients achieve their financial goals. What You Get: Enjoy competitive company benefits, including a 401(k) savings plan, paid sick time, stock purchase options, and tutorials with growth‑minded professionals. Key

Qualifications

• EA, CPA, or practicing attorney with strong tax preparation experience preferred.


• Active PTIN, with at least 3 years of experience preparing 30 or more 1040 returns per season.


• Availability to work on‑site at a TurboTax office for at least 20 hours a week.


• Willingness to adhere to training requirements and participate in community engagement.


• Bilingual communication skills are a plus. Attributes &

Skills

• Passionate about empowering customers with taxation knowledge.


• Entrepreneurial mindset eager to grow a client portfolio.


• Strong verbal and written communication skills.


• Ability to work independently in a dynamic environment. Additional

Requirements

Must reside in the U.S. and be willing to obtain necessary state permits or licenses. The expected hourly pay range for this position varies by location. This role also includes eligibility for cash bonuses, equity rewards, and additional company benefits.