TurboTax Local Service Expert: Tax Pro & Community Builder

Intuit, Inc.; Mount Charleston (NV); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Marketing collaboration opportunities

Job summary

Intuit is seeking dedicated TurboTax Local Service Experts to work onsite in a TurboTax location, offering full-service tax preparation and in-depth advice. You will collaborate with specialists in business tax, bookkeeping, payroll, and advisory services to deliver a comprehensive, end-to-end experience for each client.

Role emphasizes community outreach, client retention, and leveraging Intuit tools to grow the local client base while providing year-round support and education on tax planning

Qualifications

• EA/CPA/Attorney with tax prep experience.
• Active PTIN required.
• 3+ years preparing 1040 returns for federal/state filings.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem including bookkeeping, payroll, and financial planning.
• Deliver exceptional customer experience both in-person and via digital tools.

Skills

Tax expertise

Enrolled Agent/CPA/Attorney

PTIN active

Onsite presence

Bilingual English/Spanish a plus

Education

EA/CPA/Attorney certification

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking dedicated TurboTax Local Service Experts to work onsite in a TurboTax location, offering full-service tax preparation and in-depth advice. You will collaborate with specialists in business tax, bookkeeping, payroll, and advisory services to deliver a comprehensive, end-to-end experience for each client.

Role emphasizes community outreach, client retention, and leveraging Intuit tools to grow the local client base while providing year-round support and education on tax planning