Local Tax Advisor & Community Builder

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit Inc. is seeking TurboTax Local Service Experts to perform on-site tax preparation and advisory services at a TurboTax location in the United States. You will work with a team of financial professionals to deliver comprehensive tax solutions and build a local client base.

Roles emphasize hands-on preparation, client education, and connection to broader Intuit services such as bookkeeping and payroll, while maintaining strong community presence and customer loyalty.

Qualifications

• Enrolled Agent, CPA, or attorney with strong tax prep knowledge.
• Active PTIN required to file taxes.
• Willing to upskill into bookkeeping/payroll and other services.

Responsibilities

• Provide hands-on tax advice and complete return preparation for TurboTax clients.
• Grow local client base through community outreach and partnerships.
• Collaborate with specialists across tax, bookkeeping, payroll, and planning to deliver end-to-end service.
• Deliver exceptional customer experiences and clear financial guidance.

Skills

Tax preparation

Customer service

Communication

Bilingual English/Spanish

Education

EA/CPA/Attorney credentials

Tools

Tax software

CRM tools

Job description

Intuit Inc. is seeking TurboTax Local Service Experts to perform on-site tax preparation and advisory services at a TurboTax location in the United States. You will work with a team of financial professionals to deliver comprehensive tax solutions and build a local client base.

Roles emphasize hands-on preparation, client education, and connection to broader Intuit services such as bookkeeping and payroll, while maintaining strong community presence and customer loyalty.