Local Tax Advisor & Community Growth Champion

Intuit, Inc.

Carlisle (Cumberland County)

On-site

USD 32,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

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

Job summary

Intuit, Inc. is seeking a TurboTax Local Service Expert to serve clients onsite at a TurboTax location in the United States, delivering expert tax advice and end-to-end support.

You’ll collaborate with specialists across bookkeeping, payroll, and planning to provide comprehensive services and a superior client experience. You will grow the local client base, engage with the community, and participate in marketing initiatives while upholding Intuit’s standards and values in a fast-paced

Qualifications

  • EA, CPA, or attorney with strong tax prep experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid tax prep filing 30+ federal/state 1040s per season with professional software.
  • Willing to upskill into bookkeeping, payroll or advisory services with training.
  • Onsite at a TurboTax location for 20+ hours/week, 8:00–17:00 local time.
  • Complete required training and development; uniforms and branding usage.
  • Interest in building a local/community presence and online content.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Handle simple to complex tax situations and provide planning advice.
  • Facilitate discovery sessions, maximize refunds, and minimize liabilities.
  • Grow local client base through outreach and community partnerships.
  • Collaborate with bookkeeping, payroll, and advisory teams to serve clients end-to-end.
  • Deliver best-in-class customer experience in-person and via video tools.
  • Organize local events and leverage marketing resources to drive engagement.
  • Build relationships and present Intuit ecosystem solutions to clients.

Skills

Enrolled Agent
CPA
Practicing Attorney
PTIN
Tax software
CRM tools

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is seeking a TurboTax Local Service Expert to serve clients onsite at a TurboTax location in the United States, delivering expert tax advice and end-to-end support.

You’ll collaborate with specialists across bookkeeping, payroll, and planning to provide comprehensive services and a superior client experience. You will grow the local client base, engage with the community, and participate in marketing initiatives while upholding Intuit’s standards and values in a fast-paced

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