Local Tax Advisor & Community Builder

Intuit Careers; Noblesville (IN); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance by Intuit

Employee Assistance Program

Discounts on Intuit products incl. a免费

Job summary

Intuit is seeking a TurboTax - Local Service Expert to deliver hands-on tax preparation and expert guidance at a TurboTax location in the United States. You will work onsite with a team of financial specialists to serve in-person and virtual clients, expanding the local client base while delivering comprehensive tax and advisory services.

The role emphasizes client relationship building, community presence, and collaboration across Intuit’s ecosystem, including bookkeeping, payroll, and

Qualifications

• EA/CPA/Practicing Attorney with strong tax preparation experience.
• Active PTIN as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
• Familiarity with Circular 230 guidance.
• Willing to upskill into additional service types with training provided.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, including simple to complex scenarios.
• Facilitate discovery sessions and tax reviews to uncover deductions and optimize refunds.
• Collaborate with specialists in bookkeeping, payroll, and financial planning for end-to-end client solutions.
• Grow local client base through outreach, events, and community partnerships.

Skills

EA/CPA/Attorney

PTIN active

1040s 3+ yrs

Onsite role

Bilingual EN/ES

Job description

Intuit is seeking a TurboTax - Local Service Expert to deliver hands-on tax preparation and expert guidance at a TurboTax location in the United States. You will work onsite with a team of financial specialists to serve in-person and virtual clients, expanding the local client base while delivering comprehensive tax and advisory services.

The role emphasizes client relationship building, community presence, and collaboration across Intuit’s ecosystem, including bookkeeping, payroll, and