Local Tax Advisor & Community Growth Partner

Intuit, Inc.

Tulsa (OK)

On-site

USD 33,000 - 56,000

Full time

13 days ago
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Benefits offered by this job

401(k) with company match
ESOP
Life/Disability/EDP insurance
Employee Assistance Program
Product discounts
Marketing support and events

Job summary

Intuit, Inc. is seeking diligent Local Service Experts to work on-site at a TurboTax location, delivering hands-on tax preparation and expert advice for personal and business needs.

You will partner with specialists across the Intuit ecosystem to provide end-to-end service in person and via virtual channels. You will engage with clients in the local community, build trust, and expand the client base while maintaining a high standard of professionalism and accuracy in every tax scenario, from

Qualifications

  • EA/CPA or Attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal and state Form 1040 tax returns.
  • Willing to upskill into additional service types (e.g., bookkeeping, payroll, advisory).
  • Onsite at a TurboTax location, 20+ hours/week, 8:00–17:00 local time.
  • Completion of training and development as required by the business.
  • Willing to wear Intuit uniforms and be used for advertising.

Responsibilities

  • Provide hands-on tax advice and complete tax preparation for TurboTax clients, including complex situations.
  • Act as a community ambassador to grow local TurboTax client base and relationships.
  • Connect clients with Intuit ecosystem services such as bookkeeping, payroll, and financial planning.
  • Build relationships to convert one-time transactions into long-term engagements.
  • Deliver an exceptional customer experience across in-person and virtual channels.

Skills

EA/CPA/Attorney
PTIN holder
Tax preparation experience
Community advisory
Bilingual English/Spanish

Tools

Tax software

Job description

Intuit, Inc. is seeking diligent Local Service Experts to work on-site at a TurboTax location, delivering hands-on tax preparation and expert advice for personal and business needs.

You will partner with specialists across the Intuit ecosystem to provide end-to-end service in person and via virtual channels. You will engage with clients in the local community, build trust, and expand the client base while maintaining a high standard of professionalism and accuracy in every tax scenario, from

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