Local Service Expert - Community Tax Advisor

Intuit

Bloomington (IL)

On-site

USD 35,818,000 - 53,726,000

Full time

14 days+
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Benefits offered by this job

401(k) match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax discounts
Free TurboTax copy
Marketing support

Job summary

Intuit is seeking year-round TurboTax Local Service Experts to join new TurboTax locations nationwide. You will provide tax expertise, complete preparation services, and serve as a trusted advisor helping clients maximize refunds and plan for the future.

You will act as a community ambassador, grow a local client base, organize events, and connect clients with Intuit ecosystem solutions including bookkeeping and payroll. Onsite role, standard hours.

Qualifications

  • EA/CPA/Attorney with tax preparation experience preferred.
  • Active PTIN required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal/state returns per season using professional software.

Responsibilities

  • Provide tax expertise and complete preparation services for TurboTax clients, handling simple to complex situations.
  • Be a proactive community ambassador and drive local growth through outreach, events, and partnerships.
  • Champion the Intuit ecosystem by linking clients to bookkeeping, payroll, and financial planning solutions.
  • Build relationships to turn transactions into long-term client partnerships.
  • Deliver a best-in-class customer experience with professional service and clear tax guidance.

Skills

Bilingual English/Spanish
Tax advisory skills
Customer service orientation
Community outreach

Education

Enrolled Agent (EA) / CPA / Attorney
PTIN required to file taxes

Tools

Professional tax preparation software

Job description

Intuit is seeking year-round TurboTax Local Service Experts to join new TurboTax locations nationwide. You will provide tax expertise, complete preparation services, and serve as a trusted advisor helping clients maximize refunds and plan for the future.

You will act as a community ambassador, grow a local client base, organize events, and connect clients with Intuit ecosystem solutions including bookkeeping and payroll. Onsite role, standard hours.

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