Local Tax Expert & Onsite Community Advisor

SonicJobs

Mount Airy (NC)

On-site

USD 24,000 - 42,000

Part time

2 days ago
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Benefits offered by this job

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

Job summary

Intuit is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide full-service tax return preparation, expert tax advice, and software support for both in-person and virtual clients, coordinating with specialists across business tax, bookkeeping, payroll, and advisory services.

You will also act as a local community ambassador, growing the client base through outreach, events, and partnerships while delivering a best-in-class customer

Qualifications

  • EA, CPA, or practicing attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 1040 federal/state returns using professional software.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Must be onsite at a TurboTax office location, 20 hours/week, 8:00–17:00 local time.
  • Must complete all required training and wear Intuit uniforms.
  • Bilingual EN/ES skills are a plus.
  • Experience in holistic tax advisory beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients across simple to complex scenarios.
  • Handle personal and business income, deductions optimization, and amendments.
  • Facilitate discovery sessions and tax reviews to uncover deductions and plan ahead.
  • Grow TurboTax client base through local outreach and community partnerships.
  • Collaborate with Tax, bookkeeping, payroll, and advisory teams for seamless client experience.

Skills

Tax credentials
PTIN active
Tax filing experience
Upskilling mindset
Onsite availability
Training compliance
Uniforms provided
Bilingual EN/ES
Holistic tax advisory

Job description

Intuit is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide full-service tax return preparation, expert tax advice, and software support for both in-person and virtual clients, coordinating with specialists across business tax, bookkeeping, payroll, and advisory services.

You will also act as a local community ambassador, growing the client base through outreach, events, and partnerships while delivering a best-in-class customer

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