Tax Expert & Local Growth Advisor

Intuit Inc.; Greensboro (NC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Free TurboTax copy

Job summary

Intuit Inc. seeks motivated individuals for on-site TurboTax Local Service Expert roles, combining tax expertise with community engagement to serve clients in TurboTax locations across the United States.

You will work with a collaborative team of financial experts, offering full-service tax return preparation, personal and business tax advice, and software support while expanding Intuit’s local client base and ecosystem.

Qualifications

• Active PTIN required to file taxes.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Run discovery sessions to uncover deductions and plan tax strategies.
• Grow local client base via outreach, events, and partnerships.
• Connect clients to bookkeeping, payroll, and advisory services.
• Deliver a superior customer experience and understand client goals.

Skills

Enrolled Agent

CPA

Tax Attorney

PTIN holder

Tax preparation

Tax software

Onsite work

Bilingual EN/ES

Customer advisory

Tools

CRM software

Tax preparation software

Job description

Intuit Inc. seeks motivated individuals for on-site TurboTax Local Service Expert roles, combining tax expertise with community engagement to serve clients in TurboTax locations across the United States.

You will work with a collaborative team of financial experts, offering full-service tax return preparation, personal and business tax advice, and software support while expanding Intuit’s local client base and ecosystem.