Local Ambassador, TurboTax

Overview

In this role, you will work on-site from a Turbo Tax location, and play a key role in growing Turbo Tax’s client base within the local community, establishing long‑term relationships and driving customer loyalty. You will leverage Turbo Tax marketing support and software to empower yourself in building a thriving business that fosters prosperity for both you and your community.

You will serve customers both in‑person and virtually using Intuit Turbo Tax products. You will leverage your tax expertise to provide full‑service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

This role is nonexempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

• You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and an active Preparer Tax Identification Number (PTIN).
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax‑preparation software.
• Familiarity with Circular 230.
• Willing and available to work a static weekly schedule with a minimum of 25 hours per week at a Turbo Tax location.
• Interest in building a local and online social presence as a Turbo Tax associate, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Excited to be showcased as a Local Ambassador Associate in local and national marketing efforts.
• Exceptional customer service skills and a friendly, professional demeanor that forms long‑lasting relationships.
• Entrepreneurial and self‑driven with a business ownership mindset to grow your customer portfolio.
• Strong verbal and written communication skills.
• Ability to work in a fast‑paced environment independently while managing multiple priorities.
• Proficient with technology, including tax‑preparation software and CRM/sales tools.

• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

What You Will Do:

• Be a Proactive Community Ambassador
  • Enthusiastically represent Turbo Tax locally, serving as a fixture and public face of Turbo Tax in the community.
  • Engage with new prospects, nurture leads, and convert prospects into long‑term clients through proactive outreach.
  • Lead local events with the support of Turbo Tax, participate in local marketing, and make the topic of taxes accessible and approachable.
• Provide Tax Expertise
  • Give hands‑on tax advice and complete preparation services for Turbo Tax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
  • Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
  • Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience
  • Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
  • Connect with people to…