Local Tax Advisor & Community Builder

Intuit, Inc.; Town of Sun Prairie (WI); On-site; USD 33,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

TurboTax discount

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice and full preparation services at a TurboTax location in the United States.

You will grow the local client base, foster community relationships, and connect clients with Intuit ecosystem solutions such as bookkeeping, payroll, and financial planning. The role emphasizes in-person collaboration, ongoing training, and delivering an exceptional customer experience across personal and business tax scenarios, with a

Qualifications

• EA/CPA/Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Must be onsite at a TurboTax office location between 8:00 AM – 5:00 PM local time, for at least 20 hours/week.
• Must complete required training and development as determined by the business.
• Must wear Intuit uniforms and be comfortable using your name/picture for advertising.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Act as a community ambassador to grow the local TurboTax client base and build relationships.
• Connect clients with Intuit ecosystem solutions (bookkeeping, payroll, financial planning) for year-round support.
• Deliver an exceptional customer experience through in-person and virtual interactions.

Skills

EA credential

CPA credential

Attorney license

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice and full preparation services at a TurboTax location in the United States.

You will grow the local client base, foster community relationships, and connect clients with Intuit ecosystem solutions such as bookkeeping, payroll, and financial planning. The role emphasizes in-person collaboration, ongoing training, and delivering an exceptional customer experience across personal and business tax scenarios, with a