Onsite Local Tax Expert & Community Advisor

SonicJobs; Mount Airy (NC); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Marketing support

Job summary

Intuit is seeking TurboTax Local Service Experts to provide hands-on tax preparation and expert advice at a local TurboTax location. You will lead client conversations, uncover deductions, and deliver end-to-end tax solutions with support from the Intuit ecosystem.

You will work onsite, engage with community prospects, and grow a local client base while collaborating with specialists across bookkeeping, payroll, and financial planning. Tap into marketing tools to drive growth.

Qualifications

• EA/CPA/Attorney with strong tax prep experience and extensive tax law knowledge preferred.
• PTIN holder as required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients (simple to complex).
• Grow local TurboTax client base through community outreach and events.
• Coordinate with bookkeeping, payroll, and advisory teams for holistic client solutions.

Skills

Tax knowledge

Client advisory

Onsite presence

Bilingual English/Spanish

CRM proficiency

Education

EA/CPA/Practicing Attorney

PTIN holder

3+ tax season experience

Tools

Tax preparation software

CRM tools

Intuit tools

Job description

Intuit is seeking TurboTax Local Service Experts to provide hands-on tax preparation and expert advice at a local TurboTax location. You will lead client conversations, uncover deductions, and deliver end-to-end tax solutions with support from the Intuit ecosystem.

You will work onsite, engage with community prospects, and grow a local client base while collaborating with specialists across bookkeeping, payroll, and financial planning. Tap into marketing tools to drive growth.