Onsite Local Tax Advisor & Community Growth Leader

Intuit, Inc.; Santa Fe (NM); On-site; USD 32,000 - 56,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location, providing full-service tax return preparation and personalized guidance to individuals and small businesses.

You will engage with the community, grow local client relationships, collaborate with a team of tax professionals, and help clients navigate complex tax scenarios with a focus on accuracy and stellar service.

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 individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230
• 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 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
• Experience in holistic tax advisory services beyond tax filing
• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

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.
• Own your market — identifying and pursuing prospects through targeted outreach, grass‑roots marketing initiatives, referral networks, and community partnerships.
• Serve as the local face of TurboTax, converting new prospects into loyal, long‑term clients.
• Organize and lead local events such as financial literacy workshops, community pop‑ups, and networking gatherings with marketing support.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN active

Tax software experience

Onsite presence

Bilingual (English/Spanish) a plus

Tools

Tax prep software

CRM tools

Marketing tools

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location, providing full-service tax return preparation and personalized guidance to individuals and small businesses.

You will engage with the community, grow local client relationships, collaborate with a team of tax professionals, and help clients navigate complex tax scenarios with a focus on accuracy and stellar service.