Onsite Tax Expert & Community Growth Advocate

Intuit, Inc.

Charleston (WV)

On-site

USD 37,000 - 56,000

Full time

12 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee stock purchase plan
E&O insurance
Employee assistance program
Discounts on TurboTax
Marketing collaboration opportunities

Job summary

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide on-site tax preparation and advisory services at a TurboTax location in the United States.

You will serve both in-person and virtual clients, delivering personalized tax solutions and connecting customers with the broader Intuit ecosystem. Ideal candidates have active PTINs, 3+ years of tax prep experience, and a willingness to upskill into bookkeeping, payroll, or advisory services, all while building a local client base and

Qualifications

  • EA/CPA/Attorney with strong tax prep knowledge.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid tax returns filed with professional software; familiarity with Circular 230.
  • Willing to upskill into additional service types with training provided.
  • Comfortable working onsite at a TurboTax office location (20+ hours/week).
  • Willing to complete all required training and development activities.
  • Willing to wear Intuit-provided uniforms for advertising.
  • Interest in building local and online presence as a TurboTax Expert.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Grow local client base through outreach, events, and partnerships.
  • Connect clients with Intuit ecosystem (bookkeeping, payroll, planning).
  • Deliver a best-in-class customer experience in-person and virtually.
  • Maintain trust and long-term relationships with customers.

Skills

Tax expertise
PTIN active
3+ years tax prep
Upskilling willingness
Onsite availability
Training commitment
Uniforms
Community engagement
Bilingual EN/ES
Holistic tax advisory

Tools

TurboTax
CRM tools

Job description

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide on-site tax preparation and advisory services at a TurboTax location in the United States.

You will serve both in-person and virtual clients, delivering personalized tax solutions and connecting customers with the broader Intuit ecosystem. Ideal candidates have active PTINs, 3+ years of tax prep experience, and a willingness to upskill into bookkeeping, payroll, or advisory services, all while building a local client base and

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