Local Tax Advisor and Community Growth Lead

SonicJobs

Tallahassee (FL)

On-site

USD 37,000 - 56,000

Full time

5 days ago
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Benefits offered by this job

401(k) Savings Plan with company m at就
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including

Job summary

Intuit seeks a TurboTax - Local Service Expert to deliver full-service tax preparation and expert advice at a local TurboTax location in the United States. You will engage with clients in person and virtually, while coordinating with specialists to address complex financial events and ensure a seamless customer experience.

The role emphasizes building a local client base, delivering personalized tax solutions, and leveraging Intuit resources to support year-round prosperity in the community.

Qualifications

  • Active PTIN is required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Willing to upskill into additional service types with training provided.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients.
  • Build local client base through outreach, events, and partnerships.
  • Collaborate with bookkeeping, payroll, and advisory teams for end-to-end service.

Skills

Tax expertise
Client relationship
Community outreach

Education

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

Tools

Tax software
CRM tools

Job description

Intuit seeks a TurboTax - Local Service Expert to deliver full-service tax preparation and expert advice at a local TurboTax location in the United States. You will engage with clients in person and virtually, while coordinating with specialists to address complex financial events and ensure a seamless customer experience.

The role emphasizes building a local client base, delivering personalized tax solutions, and leveraging Intuit resources to support year-round prosperity in the community.

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