Local Tax Expert & Community Advocate

Intuit; Lebanon (Lebanon County); On-site; USD 56,000 - 85,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit seeks motivated individuals to join as TurboTax Local Service Experts, working on-site at TurboTax locations across the United States. You will provide full-service tax returns, advisory support, and connect clients to Intuit’s ecosystem of services while building a local client base and community relationships.

The role emphasizes staying in client meetings, delivering personalized tax solutions, and leveraging marketing tools to drive growth and loyalty in the local market.

Qualifications

• Active PTIN required to file taxes.
• Willing to upsell and expand service types (bookkeeping, payroll, business tax advisory).
• Excellent customer service and communication skills.

Responsibilities

• Provide hands-on tax advice and preparation for TurboTax clients, including complex scenarios.
• Grow TurboTax client base through local community outreach and marketing support.
• Collaborate with specialists in bookkeeping, payroll, and financial planning to deliver end-to-end service.

Education

EA/CPA/Practicing Attorney

Tools

Professional tax software

Job description

Intuit seeks motivated individuals to join as TurboTax Local Service Experts, working on-site at TurboTax locations across the United States. You will provide full-service tax returns, advisory support, and connect clients to Intuit’s ecosystem of services while building a local client base and community relationships.

The role emphasizes staying in client meetings, delivering personalized tax solutions, and leveraging marketing tools to drive growth and loyalty in the local market.