TurboTax Local Service Expert: Community Tax Advisor

Intuit, Inc.; Whitehall (WV); On-site; USD 33,669,000 - 58,741,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to join a collaborative team, delivering tax preparation and expert advice onsite at a TurboTax location in the United States. You will support clients with complex tax scenarios and work with specialists to provide end-to-end service.

You will grow the local client base, participate in community outreach, and leverage marketing and TurboTax tools to expand the business while ensuring high-quality customer experiences.

Qualifications

• Active EA/CPA or equivalent legal credential preferred.
• 3+ years tax preparation experience with 1040s.
• Willingness to work onsite and engage with local community.

Responsibilities

• Provide hands-on tax advice and full preparation services.
• Develop local client base through outreach and events.
• Coordinate with specialists for comprehensive client solutions.
• Deliver a best-in-class customer experience in-person and virtually.

Skills

EA/CPA/Attorney

Tax expertise

Customer service

Bilingual (English/Spanish)

Onsite presence

Education

EA (Enrolled Agent) / CPA / Attorney

Tools

TurboTax software

CRM tools

Financial planning software

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to join a collaborative team, delivering tax preparation and expert advice onsite at a TurboTax location in the United States. You will support clients with complex tax scenarios and work with specialists to provide end-to-end service.

You will grow the local client base, participate in community outreach, and leverage marketing and TurboTax tools to expand the business while ensuring high-quality customer experiences.