In-Office Tax Expert & Local Growth Advisor

Intuit Careers; Wichita Falls (TX); On-site; USD 28,000 - 55,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products (free Tur

Collaboration with TurboTax network

Marketing support

Job summary

Intuit seeks year‑round TurboTax Local Service Experts to deliver full‑service tax preparation, expert tax advice, and software support at TurboTax locations. You will engage with clients in‑person and virtually, build lasting relationships, and grow local client bases while leveraging Intuit resources.

You will work onsite, collaborate with specialists across bookkeeping, payroll, and financial planning, and participate in community outreach to expand TurboTax’s presence and impact throughout

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 (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, 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

Responsibilities

• Provide Tax Expertise: Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Be a Proactive Community Ambassador: Embod a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax.
• Champion the Full Intuit Ecosystem: Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward.
• Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools. Address client inquiries while helping them overcome tax‑related challenges.

Skills

Tax preparation

PTIN possession

Circular 230 knowledge

Community outreach

Onsite work

Education

EA/CPA/Attorney

State licensure

Job description

Intuit seeks year‑round TurboTax Local Service Experts to deliver full‑service tax preparation, expert tax advice, and software support at TurboTax locations. You will engage with clients in‑person and virtually, build lasting relationships, and grow local client bases while leveraging Intuit resources.

You will work onsite, collaborate with specialists across bookkeeping, payroll, and financial planning, and participate in community outreach to expand TurboTax’s presence and impact throughout