Local Tax Advisor & Community Growth Expert

SonicJobs; Tallahassee (FL); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts including TurboTax

Job summary

Intuit is seeking dedicated TurboTax Local Service Experts to work on-site at a TurboTax location in the U.S. You will provide hands-on tax advice, complete returns, and connect clients to Intuit’s broader ecosystem of services.

The role focuses on growing the local client base and delivering end-to-end financial guidance with a community-first approach. You will collaborate with specialists across business tax, bookkeeping, payroll, and financial planning, ensuring clients walk away with a

Qualifications

• Active CPA/EA or practicing attorney with strong tax preparation experience.
• PTIN active required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per season using professional software.
• Familiarity with Circular 230 and related regulations.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including simple to complex situations.
• Grow TurboTax client base locally through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem services like bookkeeping, payroll, and financial planning.

Skills

Bilingual English/Spanish

Holistic tax advisory

Customer service oriented

Education

EA/CPA/Attorney credentials

Active PTIN

3+ years tax prep experience (1040)

Circular 230 knowledge

Job description

Intuit is seeking dedicated TurboTax Local Service Experts to work on-site at a TurboTax location in the U.S. You will provide hands-on tax advice, complete returns, and connect clients to Intuit’s broader ecosystem of services.

The role focuses on growing the local client base and delivering end-to-end financial guidance with a community-first approach. You will collaborate with specialists across business tax, bookkeeping, payroll, and financial planning, ensuring clients walk away with a