TurboTax Local Service Expert — Tax Advisor & Community Builder

Intuit, Inc.

Tulsa (OK)

On-site

USD 56,000 - 85,000

Full time

11 days ago
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Benefits offered by this job

401(k) with matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on TurboTax products
Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to join on-site teams at new locations across the United States, delivering hands-on tax preparation and expert advice.

You will build local client relationships, collaborate with specialists, and guide clients through complex tax scenarios, while leveraging Intuit resources to grow the business in your community. This role emphasizes in-person and virtual support, with a focus on customer experience, training, and a long-term commitment to

Qualifications

  • EA/CPA/Attorney with tax preparation experience.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 1040 returns.
  • Willing to upskill into bookkeeping/payroll/advisory.
  • onsite 20 hours/week 8–5 schedule.
  • Willing to complete required training and development.
  • Willing to wear Intuit uniforms and use name for advertising.
  • Interest in local community presence and content creation.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients.
  • Grow local client base through outreach and community events.
  • Connect clients to Intuit ecosystem including bookkeeping, payroll and planning.
  • Deliver end-to-end Intuit experience with client meetings and team collaboration.

Skills

Enrolled Agent
CPA
Attorney
PTIN holder
Tax preparation
Bilingual EN/ES

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to join on-site teams at new locations across the United States, delivering hands-on tax preparation and expert advice.

You will build local client relationships, collaborate with specialists, and guide clients through complex tax scenarios, while leveraging Intuit resources to grow the business in your community. This role emphasizes in-person and virtual support, with a focus on customer experience, training, and a long-term commitment to

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