TurboTax Local Service Expert

Intuit; Peachtree City (GA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

Marketing support

Job summary

Intuit seeks a TurboTax Local Service Expert to join our on-site team in Peachtree City, GA. This year-round role blends tax expertise with an entrepreneurial mindset to help clients complete returns and plan for the future.

You’ll work with a team of financial professionals, serving customers in person and virtually, and will host local workshops, engage in community outreach, and link clients to additional Intuit services such as bookkeeping and payroll.

Qualifications

• EA, CPA, or Attorney status with strong tax preparation background.
• Minimum 3 years of paid tax filing experience with tax software proficiency.
• Willingness to learn and expand into bookkeeping or payroll.
• Entrepreneurial, client-focused, and strong communicator.

Responsibilities

• Provide tax advice and prepare returns for varied situations.
• Conduct discovery to identify deductions and plan future taxes.
• Build relationships and convert clients into loyal customers.
• Act as a community ambassador and engage in local events.
• Organize tax literacy workshops and networking gatherings.
• Refer clients to additional Intuit services like bookkeeping and payroll.

Skills

EA/CPA/Attorney credentials

Tax preparation

Tax filing experience

Tax software proficiency

Entrepreneurial mindset

Client communication

Community outreach

Job description

Overview

Join Intuit as a highly motivated TurboTax Local Service Expert! This year-round role offers an exciting opportunity to blend your tax expertise with an entrepreneurial spirit to help customers fulfill their tax needs. You will work directly with clients at a TurboTax location, playing a crucial role in empowering them to achieve financial success while contributing to Intuit's mission of 'Powering Prosperity Around the World.'

About the Role

You’ll collaborate with a strong team of financial experts, serving customers in-person and virtually, with a focus on comprehensive tax return preparation. Your responsibilities will include:

• Providing hands‑on tax advice and preparing returns for various tax situations, from simple W‑2 filings to more complex business income scenarios.
• Facilitating discovery sessions to identify deductions, optimize tax liabilities, maximize refunds, and offer future tax planning advice.
• Building and nurturing relationships with clients, transitioning them into loyal customers by providing exceptional service and support. As a Local Service Expert, you will also:
• Act as a proactive community ambassador, engaging with local prospects through targeted marketing initiatives and events.
• Organize local financial literacy workshops and networking gatherings to foster community engagement and brand awareness.
• Connect clients to additional Intuit services like bookkeeping and payroll, ensuring they receive comprehensive support. What You’ll Get: Enjoy exceptional company benefits, including:
• 401(k) Savings Plan with company matching.
• Paid sick time and Employee Stock Purchase Plan.
• Ongoing collaboration opportunities and marketing support to help you thrive.

Qualifications

We prefer candidates who have:

• Enrolled Agent (EA), Certified Public Accountant (CPA), or Practicing Attorney status with a strong tax preparation background.
• A minimum of 3 years of paid experience in tax filing, with proficiency in using tax preparation software.
• A willingness to learn and expand into additional service areas, such as bookkeeping or payroll. Additionally, you should be:
• Passionate about empowering clients and alleviating their tax‑related concerns.
• Entrepreneurial and self‑driven, eager to grow your client base.
• A strong communicator with exceptional customer service skills, ready to contribute to community events and outreach.
• This role requires on‑site presence at a TurboTax location in the United States (specific address provided during the application process) for a minimum of 20 hours per week, mainly Monday to Friday from 8:00 AM to 5:00 PM local time. Candidates must be flexible during peak tax season.