Local Tax Advisor & Growth Partner

Intuit Careers

Hillsboro (OR)

On-site

USD 55,000 - 80,000

Full time

7 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
free TurboTax copy

Job summary

Intuit seeks a TurboTax - Local Service Expert to join a new TurboTax location. You will provide hands-on tax advice, prepare returns, and connect clients with a broader Intuit ecosystem of bookkeeping, payroll, and planning services.

This role emphasizes local community growth and face-to-face client engagement. Onsite at a TurboTax location, you will partner with a team to deliver end-to-end tax solutions, drive referrals, and build long-term relationships, while offering excellent service

Qualifications

  • EA/CPA/Att. with tax prep experience and knowledge of tax laws
  • Active PTIN to file taxes
  • 3+ years preparing 30+ federal/state 1040s per season
  • Willing to upskill into additional service types
  • Onsite work 8:00–17:00 Mon–Fri, 20+ hrs/week
  • Complete required training & compliance
  • Willing to wear Intuit uniforms and be listed in advertising
  • Bilingual English/Spanish a plus
  • Experience in holistic tax advisory services beyond filing
  • Proficient with tax prep software & CRM tools

Responsibilities

  • Provide hands-on tax advice & prepare returns for TurboTax clients
  • Support discovery sessions & tax reviews to optimize deductions and refunds
  • Collaborate with specialists in bookkeeping, payroll, planning & advisory
  • Build long-term client relationships and local market presence
  • Deliver exceptional customer experiences in-person and virtually

Skills

Enrolled Agent
CPA
PTIN holder
1040 returns
Tax laws
Circular 230
Bookkeeping
Bilingual English/Spanish
CRM tools
Tax software

Tools

Tax software
CRM tools

Job description

Intuit seeks a TurboTax - Local Service Expert to join a new TurboTax location. You will provide hands-on tax advice, prepare returns, and connect clients with a broader Intuit ecosystem of bookkeeping, payroll, and planning services.

This role emphasizes local community growth and face-to-face client engagement. Onsite at a TurboTax location, you will partner with a team to deliver end-to-end tax solutions, drive referrals, and build long-term relationships, while offering excellent service

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