Local Tax Advisor & Community Builder

Intuit Inc.; Lake Elmo (MN); On-site; USD 33,000 - 48,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit seeks professionals to join TurboTax Local Service Experts, delivering in-person and virtual tax services at local TurboTax locations across the United States.

You will perform full-service tax preparation, provide expert advice, and connect clients with a broader team for bookkeeping, payroll, and advisory services. Onsite presence is required, with a focus on personalized customer experiences.

Qualifications

• EA/CPA or practicing attorney with strong tax preparation experience preferred.
• Active PTIN to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns using professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients (personal and business).
• Conduct discovery sessions and tax reviews to uncover deductions and optimize refunds.
• Deliver future tax planning advice using government resources and team expertise.

Skills

Tax preparation

Client consulting

On-site presence

Bilingual English/Spanish

CRM tools

Communication skills

Tools

TurboTax Software

CRM tools

Job description

Intuit seeks professionals to join TurboTax Local Service Experts, delivering in-person and virtual tax services at local TurboTax locations across the United States.

You will perform full-service tax preparation, provide expert advice, and connect clients with a broader team for bookkeeping, payroll, and advisory services. Onsite presence is required, with a focus on personalized customer experiences.