Local Tax Advisor & Community Growth Leader

SonicJobs

Cedar Rapids (IA)

On-site

USD 77,366,000 - 117,482,000

Full time

5 hours ago
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Benefits offered by this job

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

Job summary

Intuit is hiring TurboTax Local Service Experts to provide on-site tax preparation and expert tax guidance at a local TurboTax location. You will serve both in-person and virtual clients, leveraging Intuit resources to deliver end-to-end tax services and build a local client base.

The role emphasizes hands-on tax preparation, personalized client advice, and cross-selling Intuit services such as bookkeeping and payroll.

Qualifications

  • EA (Enrolled Agent) or CPA or practicing attorney with strong tax prep experience.
  • Active PTIN to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using pro tax software.
  • Familiarity with Circular 230 preferred.
  • Willing to upskill into bookkeeping, payroll, or advisory services with training.
  • Must be onsite at a TurboTax office, 8:00 AM–5:00 PM, Monday–Friday, min. 20 hours/week.
  • Willing to complete required training and development.
  • Must wear Intuit uniforms and be comfortable using your name in advertising.
  • Interest in building a local and online social presence as a TurboTax Expert.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex scenarios.
  • Act as a community ambassador to grow a local TurboTax client base through outreach, events, and partnerships.
  • Connect clients with Intuit solutions across bookkeeping, payroll, and financial planning.
  • Build long-term relationships and deliver a seamless end-to-end Intuit experience.

Skills

EA
CPA
Attorney
PTIN
Prepare 1040s
Circular 230
Onsite
Bilingual EN/ES
Holistic tax advisory

Job description

Intuit is hiring TurboTax Local Service Experts to provide on-site tax preparation and expert tax guidance at a local TurboTax location. You will serve both in-person and virtual clients, leveraging Intuit resources to deliver end-to-end tax services and build a local client base.

The role emphasizes hands-on tax preparation, personalized client advice, and cross-selling Intuit services such as bookkeeping and payroll.

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