Local Tax Advisor & Community Growth Architect

Intuit, Inc.; Carmel (IN); On-site; USD 48,000 - 85,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products including

Free TurboTax copy

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to join our on-site team at a TurboTax location in the United States.

You will provide in-person and virtual tax services, deliver expert advice, and help clients navigate complex returns, with a focus on building ongoing relationships and community presence. This role emphasizes working with a collaborative team of tax professionals, growing the local client base, and delivering a best-in-class TurboTax experience while supporting Intuit’s

Qualifications

• EA, CPA, or Attorney with strong tax prep experience preferred.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state individual 1040 tax returns per tax season using professional tax prep software. Familiarity with Circular 230.
• Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
• Must be comfortable working onsite at a TurboTax office location, 8:00 AM–5:00 PM, Mon–Fri, for at least 20 hours/week.
• Must be willing to complete required training and development.
• Must be willing to wear Intuit uniforms and be used in advertising.
• Interest in building a local and online social presence for TurboTax.
• Bilingual (English/Spanish) is a plus.
• Experience in holistic tax advisory beyond filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations.
• Facilitate client discovery sessions, minimize liabilities, maximize refunds, and plan future taxes.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with bookkeeping, payroll, planning, or Credit Karma as appropriate.
• Build relationships and deliver an exceptional customer experience.
• Engage with clients in-person and via Intuit tools to deliver a seamless service.

Skills

EA/CPA/Attorney

PTIN active

1040 filings

Bookkeeping

Payroll

Tax advisory

Onsite 20h/wk

Training program

Uniforms

Local marketing

Bilingual EN/ES

Holistic tax advisory

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to join our on-site team at a TurboTax location in the United States.

You will provide in-person and virtual tax services, deliver expert advice, and help clients navigate complex returns, with a focus on building ongoing relationships and community presence. This role emphasizes working with a collaborative team of tax professionals, growing the local client base, and delivering a best-in-class TurboTax experience while supporting Intuit’s