Onsite Tax Advisor & Local Growth Specialist

Intuit Careers

Charlotte (NC)

On-site

USD 56,000 - 85,000

Full time

14 days+
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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
Access to TurboTax network and market­

Job summary

Intuit is hiring a TurboTax Local Service Expert to provide hands-on tax preparation, personalized tax advice, and software support at a local TurboTax location. You will work with a team of tax professionals to deliver end-to-end service for individual and small-business clients.

You will drive local growth, build relationships in your community, and leverage Intuit tools to ensure clients receive a complete financial‑care experience year‑round.

Qualifications

  • EA/CPA/attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Onsite at a TurboTax location, 20+ hours/week, with training.

Responsibilities

  • Provide hands-on tax preparation and tax advice for TurboTax clients.
  • Grow local TurboTax client base through outreach and community events.
  • Coordinate with specialists to deliver comprehensive financial services.
  • Deliver a best-in-class customer experience both in-person and virtually.

Skills

Enrolled Agent (EA)
CPA
Practicing Attorney
Tax preparation experience
PTIN holder
Client advisory

Tools

TurboTax software
CRM tools
Accounting software

Job description

Intuit is hiring a TurboTax Local Service Expert to provide hands-on tax preparation, personalized tax advice, and software support at a local TurboTax location. You will work with a team of tax professionals to deliver end-to-end service for individual and small-business clients.

You will drive local growth, build relationships in your community, and leverage Intuit tools to ensure clients receive a complete financial‑care experience year‑round.

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