Local Tax Advisor & Community Growth Specialist

Intuit Inc.; Erie (Erie County); On-site; USD 33,000 - 55,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

Discounts on Intuit products

Marketing support

Job summary

Intuit Inc. seeks a TurboTax - Local Service Expert to work onsite, delivering hands-on tax preparation and expert guidance. You will build local client relationships, grow the TurboTax client base, and collaborate with a team of specialists to offer end-to-end financial services.

The role emphasizes community engagement and personalizing tax solutions for diverse situations. Applicants should be licensed or credentialed in tax, with experience handling personal and business returns, and be

Qualifications

• EA/CPA/attorney with significant tax preparation knowledge.
• Active PTIN as required by law to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040s per season.
• Willing to upskill into additional service types with training.
• Comfortable working onsite at a TurboTax office, 20+ hours/week.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Act as a local community ambassador to grow the client base.
• Connect clients to bookkeeping, payroll, planning, and advisory services.
• Develop relationships to convert prospects into long-term clients.
• Deliver a best-in-class customer experience with clear, personalized guidance.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN on file

Tax preparation experience

Onsite work mindset

Bilingual (English/Spanish) a plus

Tools

Tax preparation software

CRM tools

Job description

Intuit Inc. seeks a TurboTax - Local Service Expert to work onsite, delivering hands-on tax preparation and expert guidance. You will build local client relationships, grow the TurboTax client base, and collaborate with a team of specialists to offer end-to-end financial services.

The role emphasizes community engagement and personalizing tax solutions for diverse situations. Applicants should be licensed or credentialed in tax, with experience handling personal and business returns, and be