Local Tax Pro & Community Builder — Onsite Expert

Intuit, Inc.; Lutz (FL); On-site; USD 33,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Training & development opportunities

Discounts on Intuit products

Job summary

Intuit, Inc. seeks enthusiastic professionals to join the TurboTax Local Service Expert team at a U.S. TurboTax location.

You’ll deliver hands‑on tax preparation, expert advice, and software support while building local relationships and driving year‑round client growth in the community. You will work onsite, collaborate with tax specialists, and help customers navigate personal and business tax scenarios. This role emphasizes client outcomes and cross‑team collaboration with marketing and

Qualifications

• EA/CPA or attorney with strong tax preparation experience.
• Active PTIN required to file taxes.
• 3+ years of paid experience preparing 30+ federal/state 1040 tax returns per season.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Grow local TurboTax client base through outreach, events, and partnerships.
• Connect clients with Intuit solutions like bookkeeping, payroll, or financial planning.
• Deliver an exceptional customer experience in-person and via video tools.

Skills

Tax preparation

Customer service

Community engagement

Communication

Bilingual English/Spanish

Sales & marketing

Education

EA/CPA/Attorney license

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. seeks enthusiastic professionals to join the TurboTax Local Service Expert team at a U.S. TurboTax location.

You’ll deliver hands‑on tax preparation, expert advice, and software support while building local relationships and driving year‑round client growth in the community. You will work onsite, collaborate with tax specialists, and help customers navigate personal and business tax scenarios. This role emphasizes client outcomes and cross‑team collaboration with marketing and