TurboTax Local Tax Advisor & Community Builder

Intuit, Inc.; Norfolk (VA); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products and Turbo

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to perform on-site tax return preparation and advisory services at a TurboTax location in the United States.

You will serve clients in person and virtually, providing expert tax calculations, planning, and software support, while collaborating with a team of specialists across business taxes, bookkeeping, payroll, and advisory services. You’ll grow the local client base, participate in community events, and deliver a seamless end-to-end

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business.
• Must be willing to wear Intuit provided uniforms and be used in advertising.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content for your community.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing

Responsibilities

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a Proactive Community Ambassador - Build and grow a new local customer base through outreach, events, and partnerships.
• Champion the Full Intuit Ecosystem - Connect clients with bookkeeping, payroll, financial planning, or Credit Karma.
• Build Relationships - Develop long-term trust and repeat business with clients.
• Deliver a Best in Class Customer Experience - Ensure professional, helpful service and assist with tax planning and questions.

Skills

EA/CPA/Attny

PTIN active

Tax prep experience

Circular 230 knowledge

Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to perform on-site tax return preparation and advisory services at a TurboTax location in the United States.

You will serve clients in person and virtually, providing expert tax calculations, planning, and software support, while collaborating with a team of specialists across business taxes, bookkeeping, payroll, and advisory services. You’ll grow the local client base, participate in community events, and deliver a seamless end-to-end