TurboTax Local Tax Advisor

SonicJobs

Florida

On-site

USD 55,000 - 85,000

Full time

3 days ago

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Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit is seeking TurboTax Local Service Experts to provide full-service tax return preparation and expert tax advice at dedicated TurboTax locations across the United States. You will work onsite, collaborate with specialists, and help grow the local client base while connecting customers to Intuit’s broader services for year‑round support.

The role emphasizes in-person service, tax planning, and utilization of TurboTax tools, with a goal of delivering a seamless, end-to-end experience for

Qualifications

Enrolled Agent/CPA or practicing attorney with strong tax preparation experience.
Active PTIN as required to file taxes.
Minimum 3 years of paid experience filing 30+ federal/state individual 1040 returns per season using professional tax software.

Responsibilities

Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
Develop local client base through outreach, referrals, and community events with marketing support from TurboTax.
Connect clients with Intuit solutions such as bookkeeping, payroll, and financial planning to address their full needs.

Skills

Tax knowledge

Customer service

Onsite collaboration

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

TurboTax software

CRM tools

Job description

The role emphasizes in-person service, tax planning, and utilization of TurboTax tools, with a goal of delivering a seamless, end-to-end experience for

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