TurboTax Local Service Expert & Community Tax Advisor

Intuit, Inc.; Plainfield Township (PA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Product discounts

Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location across the United States, delivering hands-on tax preparation and expert advice to both in-person and virtual clients while collaborating with specialists in bookkeeping, payroll, and financial planning to ensure a seamless client experience.

You will grow the local TurboTax client base, build relationships in the community, and participate in local events.

Qualifications

• EA, CPA, or attorney with strong tax preparation experience.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid 1040 filings per tax season using professional tax software.
• Willing to work onsite at a TurboTax location and complete all required training.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Identify deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.

Skills

EA (Enrolled Agent)

CPA

Attorney

Bilingual EN/ES

Strong communication

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location across the United States, delivering hands-on tax preparation and expert advice to both in-person and virtual clients while collaborating with specialists in bookkeeping, payroll, and financial planning to ensure a seamless client experience.

You will grow the local TurboTax client base, build relationships in the community, and participate in local events.