In-Office Local Tax Advisor & Community Growth Lead

Intuit, Inc.

Waterloo (IL)

On-site

USD 37,000 - 56,000

Part time

7 days ago
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Benefits offered by this job

401(k) Savings Plan
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit is seeking TurboTax Local Service Experts to join our on-site teams at local TurboTax locations across the United States. You will provide full-service tax return preparation, offer expert tax advice, and support clients in-person and virtually using TurboTax products.

You will collaborate with specialists across business tax, bookkeeping, payroll, financial planning, and advisory services to deliver an end-to-end Intuit experience and help grow the local client base while building

Qualifications

  • EA or CPA preferred with strong tax prep experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns.
  • Willing to upskill into additional service types with training.
  • Willing to work onsite 20+ hours per week during peak season.
  • Willing to wear Intuit uniforms and participate in training.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Collaborate with specialists in bookkeeping, payroll, and financial planning to address complex tax scenarios.
  • Grow TurboTax client base in the local community through outreach and events.
  • Interact with clients in-person and via Intuit video tools.
  • Deliver end-to-end TurboTax experience and ensure client satisfaction.
  • Build long-term client relationships and community trust.
  • Organize local financial literacy events and networking sessions.

Skills

Enrolled Agent
PTIN holder
Tax return
Bilingual
On-site work

Tools

TurboTax
CRM software

Job description

Intuit is seeking TurboTax Local Service Experts to join our on-site teams at local TurboTax locations across the United States. You will provide full-service tax return preparation, offer expert tax advice, and support clients in-person and virtually using TurboTax products.

You will collaborate with specialists across business tax, bookkeeping, payroll, financial planning, and advisory services to deliver an end-to-end Intuit experience and help grow the local client base while building

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