Onsite Local Tax Advisor & Community Builder

Intuit, Inc.; Woodmoor (CO); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Free copy of TurboTax

Marketing support

Job summary

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax advice, complete tax returns, and work closely with specialists to deliver end-to-end tax solutions.

You will drive local growth, engage with the community, and help clients navigate complex tax scenarios while leveraging Intuit resources for continued client success and year-round support.

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state 1040 tax returns per tax season using professional tax preparation software.
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit.
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development.
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Embod a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax.
• As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach and community partnerships.
• Organize and lead local events such as financial literacy workshops and networking gatherings with marketing support.

Skills

Enrolled Agent (EA)

CPA

Practicing Attorney

PTIN holder

Tax preparation experience

Tools

Professional tax software

Circular 230

Job description

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax advice, complete tax returns, and work closely with specialists to deliver end-to-end tax solutions.

You will drive local growth, engage with the community, and help clients navigate complex tax scenarios while leveraging Intuit resources for continued client success and year-round support.