Tax & Community Advisor (TurboTax Local Service Expert)

Intuit; Palmyra (Lebanon County); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit is seeking passionate TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support while building relationships with local clients and the community.

You will collaborate with a team of specialists across bookkeeping, payroll, and advisory services to deliver end-to-end tax solutions, grow the local client base, and ensure a best-in-class customer experience during tax season and

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+ 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, for a minimum of 20 hours per week.
• 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 Tax Expertise - Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Be a Proactive Community Ambassador - actively build and grow a new local customer base for TurboTax through outreach, events, and partnerships.
• Champion the Full Intuit Ecosystem - connect clients with bookkeeping, payroll, financial planning, or Credit Karma to address their needs.
• Build Relationships - develop long-term trust to convert transactions into ongoing client engagements.
• Deliver a Best in Class Customer Experience - ensure professional, expert guidance and a high-quality client experience in-person and via TurboTax tools.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

Tax preparation software

Job description

Intuit is seeking passionate TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support while building relationships with local clients and the community.

You will collaborate with a team of specialists across bookkeeping, payroll, and advisory services to deliver end-to-end tax solutions, grow the local client base, and ensure a best-in-class customer experience during tax season and