Local Tax Advisor & Community Builder

Intuit, Inc.; City of Middletown (NY); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

ESPP

E&O Insurance

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. seeks motivated individuals to join the TurboTax Local Service Expert team at a local TurboTax location in the United States. You will provide on-site tax preparation, offer expert tax advice, and connect clients with a broader team of specialists to deliver a seamless, end-to-end Intuit experience.

This role emphasizes community engagement, local client growth, and delivering a best-in-class customer experience, with a hands-on approach to tax challenges and ongoing training.

Qualifications

• Enrolled Agent/CPA/attorney with strong tax prep experience.
• Active PTIN required.
• 3+ years handling 30+ federal/state 1040s per season with professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations.
• Grow local client base through outreach, events, and community partnerships.
• Coordinate with internal specialists to deliver end-to-end Intuit services and solutions.

Skills

EA / CPA / Attorney

Active PTIN

Tax prep

Education

PTIN holder

Tools

Tax preparation software

CRM / Sales tools

Job description

Intuit, Inc. seeks motivated individuals to join the TurboTax Local Service Expert team at a local TurboTax location in the United States. You will provide on-site tax preparation, offer expert tax advice, and connect clients with a broader team of specialists to deliver a seamless, end-to-end Intuit experience.

This role emphasizes community engagement, local client growth, and delivering a best-in-class customer experience, with a hands-on approach to tax challenges and ongoing training.