Local Tax Advisor & Community Growth Lead

Intuit; Florida; On-site; USD 52,000 - 90,000; Part time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit seeks highly motivated individuals to join our TurboTax Local Service Expert team. Work on-site at local TurboTax locations, delivering full-service tax return preparation and expert guidance for personal and business needs.

You will connect with a broader team to ensure seamless end-to-end service and help grow the local client base, leveraging marketing support and Intuit resources. You’ll act as a trusted advisor, building long-term relationships within the community, and guiding

Qualifications

• Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software.
• Familiarity with Circular 230.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, from simple to complex situations.
• Grow the local client base through outreach, events, and referrals in collaboration with marketing resources.
• Connect clients with bookkeeping, payroll, and advisory services within the Intuit ecosystem.
• Deliver an exceptional customer experience in person and via Intuit tools.

Skills

EA/CPA/Attorney

PTIN

Tax preparation experience

Onsite work

Bilingual English/Spanish (plus)

Education

Enrolled Agent (EA)

CPA

Practicing Attorney

Tools

Professional tax software

CRM/sales tools

Job description

Intuit seeks highly motivated individuals to join our TurboTax Local Service Expert team. Work on-site at local TurboTax locations, delivering full-service tax return preparation and expert guidance for personal and business needs.

You will connect with a broader team to ensure seamless end-to-end service and help grow the local client base, leveraging marketing support and Intuit resources. You’ll act as a trusted advisor, building long-term relationships within the community, and guiding