Tax Advisor & Local Growth Champion

Intuit, Inc.

Sunbury (Northumberland County)

On-site

USD 37,000 - 56,000

Full time

7 days ago
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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 (TurboTax
Free TurboTax copy

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to sit on-site at a TurboTax location across the United States.

You will provide in-person and virtual tax preparation, connect clients with broader Intuit services, and grow your local client base with a community-first mindset. The role emphasizes end-to-end client support, proactive problem-solving, and collaboration with a team of specialists in business tax, bookkeeping, payroll, and financial planning.

Qualifications

  • EA/CPA/Practicing Attorney with strong tax prep experience and tax law knowledge preferred.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
  • Willing to upskill into additional service types (bookkeeping/payroll/advisory) with training from Intuit.
  • Must be onsite at a TurboTax office, 20+ hours/week, 8:00 AM–5:00 PM, Mon–Fri.
  • Willing to complete all training and development as required by the business.
  • Must wear Intuit uniforms and be available for advertising use of name/picture.
  • Interest in local/community presence and content creation per Intuit guidelines.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond tax filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including simple to complex scenarios.
  • Build and grow a local client base through outreach, events, and partnerships.
  • Connect clients with Intuit ecosystem services like bookkeeping, payroll, and financial planning.
  • Deliver a best-in-class customer experience in person and via video tools.
  • Develop long-term relationships to drive year-round engagement and loyalty.

Skills

Enrolled Agent
CPA
Practicing Attorney
PTIN
Tax preparation experience
Willing to upskill in bookkeeping/pay
Onsite work
Bilingual English/Spanish (plus)
CRM/tools proficiency
Strong communication

Tools

Tax preparation software
CRM/sales tools

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to sit on-site at a TurboTax location across the United States.

You will provide in-person and virtual tax preparation, connect clients with broader Intuit services, and grow your local client base with a community-first mindset. The role emphasizes end-to-end client support, proactive problem-solving, and collaboration with a team of specialists in business tax, bookkeeping, payroll, and financial planning.

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