Local Tax Advisor & Community Growth Lead

Intuit, Inc.

Springfield (OH)

On-site

USD 32,000 - 48,000

Full time

9 days ago
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Benefits offered by this job

401(k) with match
Paid sick time
ESPP
E&O insurance
Employee Assistance Program
TurboTax discount
Marketing collaboration

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to provide on-site tax preparation and advisory services at local TurboTax locations across the United States.

Join a collaborative team of tax professionals, helping clients navigate personal and business tax needs, while building a local client base and community presence. This role emphasizes end-to-end support, using Intuit tools and marketing resources to deliver exceptional customer experiences year-round.

Qualifications

  • EA or CPA or practicing attorney with tax prep experience preferred.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 30+ federal/state 1040s per season using professional software.
  • Willing to upskill into bookkeeping/payroll/advisory with training.
  • Onsite work hours 8:00–17:00 local time, Mon–Fri, at TurboTax locations.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients across simple to complex situations.
  • Facilitate discovery sessions and reviews to uncover deductions and plan future taxes.
  • Lead local growth through outreach, events, and community partnerships.
  • Coordinate with specialists to deliver end-to-end Intuit experiences for clients.
  • Engage clients in-person and via Intuit video tools to deliver exceptional service.

Skills

EA/CPA
PTIN active
Tax preparation
Holistic advisory
Onsite work
Bilingual English/Spanish
Circular 230 knowledge
CRM tools

Tools

Tax software
CRM tools
Marketing tools

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to provide on-site tax preparation and advisory services at local TurboTax locations across the United States.

Join a collaborative team of tax professionals, helping clients navigate personal and business tax needs, while building a local client base and community presence. This role emphasizes end-to-end support, using Intuit tools and marketing resources to deliver exceptional customer experiences year-round.

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