TurboTax Local Service Expert - Tax Advisor & Community Builder

Intuit, Inc.

Boise (ID)

On-site

USD 37,000 - 56,000

Full time

5 days ago
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Job summary

Intuit, Inc. is seeking dedicated year-round TurboTax Local Service Experts to work on-site at TurboTax locations across the United States.

You will provide hands-on tax preparation, expert guidance, and software support while growing a local client base and collaborating with a team of specialists for end-to-end service. The role emphasizes personalized customer care, understanding diverse financial situations, and leveraging Intuit resources to drive year-round client engagement.

Qualifications

  • Must have EA/CPA or attorney credentials with tax prep experience.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 30+ federal/state returns per season.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
  • Grow local client base through outreach, events, and partnerships with community organizations.
  • Coordinate with Intuit ecosystems (bookkeeping, payroll, financial planning) to deliver holistic service.
  • Build long-term relationships and deliver exceptional customer experiences in person and via digital tools.

Skills

Tax advisory
Client relationship
Community outreach
Onsite collaboration
Bilingual (English/Spanish)

Education

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Practicing Attorney

Tools

TurboTax software
CRM software

Job description

Intuit, Inc. is seeking dedicated year-round TurboTax Local Service Experts to work on-site at TurboTax locations across the United States.

You will provide hands-on tax preparation, expert guidance, and software support while growing a local client base and collaborating with a team of specialists for end-to-end service. The role emphasizes personalized customer care, understanding diverse financial situations, and leveraging Intuit resources to drive year-round client engagement.

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