Local Tax Advisor & Community Growth Champion

SonicJobs

Davenport (IA)

On-site

USD 32,000 - 56,000

Full time

2 days ago
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Benefits offered by this job

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

Job summary

Intuit is seeking TurboTax - Local Service Experts to work onsite at a TurboTax location in the United States, delivering full-service tax return preparation and expert tax advice to personal and small business clients.

You will build local client relationships, participate in community events, and connect clients with bookkeeping, payroll, and planning services within the Intuit ecosystem. This role requires on-site presence and offers comprehensive benefits.

Qualifications

  • EA/CPA/Attorney with tax prep experience and knowledge of tax laws.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid tax prep experience with 30+ federal/state returns.
  • Willing to work onsite 20+ hours/week and complete required training.

Responsibilities

  • Provide hands-on tax advice and complete TurboTax returns for clients.
  • Grow TurboTax client base through local outreach and events.
  • Connect clients with bookkeeping, payroll, and financial planning services.
  • Deliver exceptional customer experience and post-tax support.

Skills

EA/CPA/Attorney
PTIN active
3+ years tax prep
Circular 230
onsite work
Bilingual EN/ES
Holistic tax advisory

Education

Tax professional credentials

Tools

Tax preparation software
CRM tools
Intuit tools

Job description

Intuit is seeking TurboTax - Local Service Experts to work onsite at a TurboTax location in the United States, delivering full-service tax return preparation and expert tax advice to personal and small business clients.

You will build local client relationships, participate in community events, and connect clients with bookkeeping, payroll, and planning services within the Intuit ecosystem. This role requires on-site presence and offers comprehensive benefits.

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