Local Tax Advisor & Community Growth Lead

Intuit, Inc.; Rolling Meadows (IL); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) Matching

Employee Stock Purchase Plan

Discounts on Intuit products

E&O Insurance

Job summary

Intuit, Inc. is seeking energetic Local Service Experts to work on-site at a TurboTax location across the United States.

You will provide full-service tax preparation, give expert tax advice, and collaborate with a network of specialists to deliver an end-to-end Intuit experience. You will also drive local client growth and community engagement while advising on related services such as bookkeeping, payroll, and financial planning.

Qualifications

• EA or CPA with tax prep experience and knowledge of tax law.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software; familiarity with Circular 230.
• Willing to upskill into bookkeeping, payroll, or advisory services with training.
• Must be onsite at a TurboTax office during standard hours for at least 20 hours per week.
• Must complete required training and be open to additional requirements as needed.
• Must wear company uniforms and may be featured in advertising.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients across simple to complex scenarios.
• Assist with deductions optimization, amendments, and future tax planning.
• Lead discovery sessions and tax reviews using government sources and team expertise.
• Grow the local TurboTax client base through outreach, events, and partnerships.
• Partner with bookkeeping, payroll, and advisory specialists to deliver end-to-end service.

Skills

EA (Enrolled Agent)

PTIN active

3+ years 1040s

Circular 230

Holistic tax advisory

Onsite work

Upskilling in bookkeeping/payroll

Bilingual English/Spanish (plus)

Job description

Intuit, Inc. is seeking energetic Local Service Experts to work on-site at a TurboTax location across the United States.

You will provide full-service tax preparation, give expert tax advice, and collaborate with a network of specialists to deliver an end-to-end Intuit experience. You will also drive local client growth and community engagement while advising on related services such as bookkeeping, payroll, and financial planning.