Local Tax Advisor & Community Growth Expert

Intuit

Altoona (IA)

On-site

USD 45,000 - 75,000

Full time

8 days ago
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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit in Altoona, IA is seeking dedicated TurboTax Local Service Experts to join our on-site team. You’ll provide hands-on tax advice, complete returns, and help clients navigate complex scenarios while leveraging our ecosystem of Intuit services in a collaborative setting.

You’ll grow a local client base, participate in community outreach, and ensure a seamless end-to-end TurboTax experience, staying client-focused and adaptable in a fast-changing tax season environment.

Qualifications

  • EA/CPA/Practicing Attorney with tax prep experience and knowledge of tax laws preferred.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040s per season using professional tax software; Familiarity with Circular 230.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Comfortable working onsite 8:00 AM – 5:00 PM, Monday–Friday, for at least 20 hours per week; training may be required.
  • Willing to wear Intuit uniforms and be used in advertising materials.
  • 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 Tax Expertise and complete preparation services for TurboTax clients, handling simple to complex situations.
  • Be a Proactive Community Ambassador to grow a local customer base and drive loyalty.
  • Champion the Full Intuit Ecosystem by connecting clients with bookkeeping, payroll, planning, or Credit Karma.
  • Build relationships and deliver a best-in-class customer experience through in-person and virtual interactions.
  • Lead local events and outreach with TurboTax marketing support to raise brand awareness.

Skills

Enrolled Agent/CPA/Attorney
PTIN active
Tax return prep experience
Community outreach
Client relationship building
Bilingual English/Spanish

Job description

Intuit in Altoona, IA is seeking dedicated TurboTax Local Service Experts to join our on-site team. You’ll provide hands-on tax advice, complete returns, and help clients navigate complex scenarios while leveraging our ecosystem of Intuit services in a collaborative setting.

You’ll grow a local client base, participate in community outreach, and ensure a seamless end-to-end TurboTax experience, staying client-focused and adaptable in a fast-changing tax season environment.

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