Onsite Tax Expert & Community Advocate

Intuit, Inc.; Winston-Salem (NC); On-site; USD 54,000 - 82,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

Job summary

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to work onsite at TurboTax locations across the United States.

You will provide hands-on tax preparation, expert advice, and software support while fostering local growth and client loyalty in collaboration with specialists across business tax, bookkeeping, payroll, and advisory services. You will engage with customers in-person and virtually, ensuring a seamless end-to-end Intuit experience and building a trusted local presence through

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, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• 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. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• 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.
• Be a proactive community ambassador to grow local TurboTax client base.
• Champion the full Intuit ecosystem by connecting clients with bookkeeping, payroll, financial planning and Credit Karma.
• Build lasting relationships with clients and understand their complete financial picture.
• Deliver a best-in-class customer experience across in-person and virtual interactions

Skills

EA/CPA/Attorney

PTIN active

3+ yrs 1040 prep

Bookkeeping/payroll upskill

Onsite 8–5, 20 hrs/wk

Training willingness

Uniforms

Local marketing mindset

Bilingual EN/ES

Holistic tax advisory

Education

Enrolled Agent / CPA / Attorney

Tools

Tax prep software

CRM/sales tools

Job description

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to work onsite at TurboTax locations across the United States.

You will provide hands-on tax preparation, expert advice, and software support while fostering local growth and client loyalty in collaboration with specialists across business tax, bookkeeping, payroll, and advisory services. You will engage with customers in-person and virtually, ensuring a seamless end-to-end Intuit experience and building a trusted local presence through