TurboTax Local Service Expert - Community Tax Advisor

Intuit Inc.; Bellevue (WA); On-site; USD 37,000 - 56,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free copy of TurboTax

Marketing support and growth impact

Job summary

Intuit Inc. seeks dedicated TurboTax Local Service Experts to provide hands-on tax advice, complete preparation, and software support at on-site locations across the United States.

You will work with a team of specialists to deliver end-to-end tax services, combining personal touch with Intuit resources to help clients manage complex tax scenarios. You’ll grow the local TurboTax client base, participate in community outreach, and connect clients with bookkeeping, payroll, financial planning, and

Qualifications

• EA/CPA/attorney with strong tax preparation experience.
• Active PTIN required to file taxes.
• Minimum 3+ years filing 30+ federal/state 1040 returns using professional software; familiarity with Circular 230.

Responsibilities

• Provide tax expertise and complete preparation services for TurboTax clients, handling personal and business income, deductions, and amendments.
• Serve as a community ambassador, build local client base, and engage in grassroots outreach and events.
• Connect clients with Intuit ecosystem services such as bookkeeping, payroll, and financial planning.
• Develop long-term relationships and deliver end-to-end Intuit experiences in meetings with clients.
• Deliver outstanding customer experiences and assist clients in achieving financial goals.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

PTIN holder

3+ years tax prep

Bilingual English/Spanish

Tax advisory experience

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit Inc. seeks dedicated TurboTax Local Service Experts to provide hands-on tax advice, complete preparation, and software support at on-site locations across the United States.

You will work with a team of specialists to deliver end-to-end tax services, combining personal touch with Intuit resources to help clients manage complex tax scenarios. You’ll grow the local TurboTax client base, participate in community outreach, and connect clients with bookkeeping, payroll, financial planning, and