Local Tax Advisor & Community Builder (Onsite)

Intuit Inc.

Birmingham (AL)

On-site

USD 33,000 - 56,000

Full time

14 days+

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Benefits offered by this job

401(k) Matching
Sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support network

Job summary

Intuit Inc. seeks energetic individuals to join as year-round TurboTax Local Service Experts at a TurboTax location. You will provide in-person and virtual tax services, connect clients with broader Intuit specialists, and build local relationships to expand client base.

This role emphasizes hands-on tax prep, advisory services, and community engagement to deliver seamless TurboTax experiences. Ideal candidates have enrolled agent, CPA, or attorney credentials, 3+ years of tax prep with

Qualifications

  • EA/CPA/attorney with strong tax prep experience.
  • Active PTIN to file taxes.
  • 3+ years filing 30+ federal/state returns per season with professional software.
  • Willing to upskill into bookkeeping, payroll, or advisory services.
  • Onsite at a TurboTax location; 20+ hours/week, 8am–5pm.
  • Willing to complete training and wear uniforms; local marketing presence.
  • English; Spanish a plus for client interactions.
  • Experience in holistic tax advisory beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Assist with personal and business income, deductions, and amendments.
  • Engage with community to grow local TurboTax client base.
  • Collaborate with tax specialists across Intuit ecosystem (bookkeeping, payroll, planning).
  • Deliver an end-to-end Intuit experience in meetings with clients.

Skills

Enrolled Agent
CPA
Attorney
PTIN
30+ Returns
Onsite work
Training willing
Bilingual EN/ES
Holistic tax advisory
CRM tools
Business tax advisory

Tools

Tax preparation software

Job description

Intuit Inc. seeks energetic individuals to join as year-round TurboTax Local Service Experts at a TurboTax location. You will provide in-person and virtual tax services, connect clients with broader Intuit specialists, and build local relationships to expand client base.

This role emphasizes hands-on tax prep, advisory services, and community engagement to deliver seamless TurboTax experiences. Ideal candidates have enrolled agent, CPA, or attorney credentials, 3+ years of tax prep with

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