Local Tax Advisor & Community Builder (Onsite)

Intuit Inc.

Lincoln (NE)

On-site

USD 33,000 - 56,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

Intuit Inc. seeks motivated individuals for TurboTax Local Service Expert roles in the United States.

You will work on-site at a TurboTax location, delivering full-service tax preparation, expert advice, and software support while connecting clients to a broad ecosystem of Intuit services. You will help grow the local client base, build long-term relationships, and provide a best-in-class customer experience across in-person and virtual engagements.

Qualifications

  • Requires EA/CPA/Attorney credentials with strong tax prep experience.
  • Active PTIN required by law to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software (Circular 230 familiarity helpful).
  • Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex scenarios.
  • Grow local client base through community outreach and referrals with marketing support.
  • Coordinate with bookkeeping, payroll, and advisory teams to deliver end-to-end Intuit services.
  • Deliver excellent customer experiences and comply with training and brand guidelines.

Skills

Tax preparation
EA/CPA/Attorney
PTIN active
3+ years tax returns
Onsite availability

Tools

TurboTax software

Job description

Intuit Inc. seeks motivated individuals for TurboTax Local Service Expert roles in the United States.

You will work on-site at a TurboTax location, delivering full-service tax preparation, expert advice, and software support while connecting clients to a broad ecosystem of Intuit services. You will help grow the local client base, build long-term relationships, and provide a best-in-class customer experience across in-person and virtual engagements.

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