Tax Advisor & Local Growth Specialist

Intuit, Inc.; North Myrtle Beach (SC); On-site; USD 34,000 - 56,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to work on-site at a TurboTax location, serving in-person and virtual clients with tax preparation and advisory services. You will collaborate with a team of specialists to deliver end-to-end experiences and drive local growth in your community.

You will build trust by understanding diverse client needs, providing accurate tax solutions, and leveraging Intuit resources to expand offerings like bookkeeping and payroll.

Qualifications

• Active PTIN required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state individual returns per tax season using professional tax software.
• Willing to upskill into additional service types with training from Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling personal and business income and deductions.
• Identify deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Grow TurboTax client base locally, build relationships, and participate in community events with marketing support.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN

Tax preparation

Client relationships

Education

Enrolled Agent certification

CPA certification

Juris Doctor (JD) or attorney counsel

Tools

TurboTax software

CRM software

Job description

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to work on-site at a TurboTax location, serving in-person and virtual clients with tax preparation and advisory services. You will collaborate with a team of specialists to deliver end-to-end experiences and drive local growth in your community.

You will build trust by understanding diverse client needs, providing accurate tax solutions, and leveraging Intuit resources to expand offerings like bookkeeping and payroll.