Tax Advisor & Local Growth Champion (Onsite)

Intuit, Inc.

Glendale (AZ)

On-site

USD 32,000 - 56,000

Full time

8 days ago

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Benefits offered by this job

401(k) with company matching
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, Inc. seeks a TurboTax Local Service Expert to deliver hands-on tax advice and full return preparation at a TurboTax location. You will connect clients with the broader Intuit ecosystem, including bookkeeping, payroll, and advisory services, while growing a local client base.

You’ll work onsite with a team, serving in-person and virtual clients, and you’ll engage the community through events and marketing support. The role emphasizes accuracy, empathy, and a client‑centric approach.

Qualifications

  • EA/CPA/Attourney with strong tax prep knowledge and extensive tax law experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years preparing 1040s for 30+ federal/state returns per season using professional software; familiarity with Circular 230.
  • Will to upskill into additional service types (bookkeeping, payroll, advisory) with training by Intuit.
  • Onsite at a TurboTax office location; 20+ hours/week; may expand during tax season.
  • Willing to complete required training and development; uniforms required; may be featured in marketing.
  • Interest in building a local and online presence as a TurboTax Expert; bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond simple filing.

Responsibilities

  • Provide hands‑on tax advice and complete preparation for TurboTax clients, handling personal and business income, deductions, and amendments.
  • Uncover deductions, minimize liabilities, maximize refunds, and advise on future tax planning with trusted resources.
  • Collaborate with bookkeeping, payroll, financial planning, and advisory teams to deliver end‑to‑end Intuit experience.
  • Grow local TurboTax client base through outreach, grass-roots marketing, referrals, and community partnerships; participate in events.
  • Deliver best‑in‑class customer experience in person and via Intuit video tools.

Skills

Enrolled Agent
CPA
Practicing Attorney
PTIN
3+ years tax return prep
Circular 230
Upskilling
Onsite presence
Training
Uniforms
Community presence
Bilingual
Holistic advisory

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to deliver hands-on tax advice and full return preparation at a TurboTax location. You will connect clients with the broader Intuit ecosystem, including bookkeeping, payroll, and advisory services, while growing a local client base.

You’ll work onsite with a team, serving in-person and virtual clients, and you’ll engage the community through events and marketing support. The role emphasizes accuracy, empathy, and a client‑centric approach.

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