Local Tax Advisor & Growth Champion

Intuit, Inc.

Edmond (OK)

On-site

USD 32,000 - 56,000

Full time

14 days+

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Benefits offered by this job

401(k) matching
Employee Stock Purchase Plan
Discounts on Intuit products

Job summary

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

As a TurboTax - Local Service Expert, you will be onsite, provide tax preparation, build local client relationships, and work with a team of specialists to deliver

Qualifications

  • Active PTIN required to file taxes.
  • Minimum 3 years of paid tax filing experience (30+ 1040s).
  • Familiarity with Circular 230 and tax rules.

Responsibilities

  • Provide hands-on tax advice and complete tax returns for TurboTax clients.
  • Grow local client base through outreach and community events.
  • Coordinate with bookkeeping, payroll and advisory teams for clients.
  • Deliver end-to-end Intuit experiences in person and virtually.

Skills

Enrolled Agent (EA) / CPA / Attor.
PTIN holder
Tax prep experience
Circular 230 familiarity
Onsite work readiness
Upskilling mindset
Bilingual English/Spanish
Holistic tax advisory

Education

Professional tax licenses (EA/CPA) or practicing attorney

Tools

Tax software
CRM / sales tools

Job description

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

As a TurboTax - Local Service Expert, you will be onsite, provide tax preparation, build local client relationships, and work with a team of specialists to deliver

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