TurboTax Local Service Expert: Tax Advisor & Builder

Intuit; Albany (GA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

401(k) with company match

Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax product discounts

Marketing support

Job summary

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission

Qualifications

• EA, CPA, or practicing attorney with tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active PTIN as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230.

Responsibilities

• Provide tax expertise and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide future tax planning advice.
• Act as a proactive community ambassador to develop a local client base and drive growth through outreach and partnerships.
• Build relationships and deliver a best-in-class customer experience in-person and via video tools.
• Coordinate local events, workshops, and networking opportunities to enhance brand awareness.

Skills

Enrolled Agent

CPA

Tax preparation

Tools

Tax software

CRM tools

Job description

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission