Local Tax Advisor & Community Growth Leader

Intuit, Inc.; Fishers (IN); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

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

You will provide hands-on tax preparation, expert advice, and software support while growing a local client base and collaborating with a team of specialists Responsibilities include guiding clients through personal and business tax scenarios, organizing community events, and linking clients with bookkeeping, payroll, and financial planning services.

Qualifications

• Enrolled Agent, CPA, or practicing attorney with strong tax prep experience.
• Active PTIN required to file taxes.
• Willingness to grow into bookkeeping, payroll, or advisory services.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
• Build local client base through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem (bookkeeping, payroll, financial planning).
• Deliver excellent customer service in-person and via video tools.

Skills

Tax expertise

Onsite service

Customer engagement

Education

EA/CPA/Attorney

Tools

Tax preparation software

CRM tools

Job description

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

You will provide hands-on tax preparation, expert advice, and software support while growing a local client base and collaborating with a team of specialists Responsibilities include guiding clients through personal and business tax scenarios, organizing community events, and linking clients with bookkeeping, payroll, and financial planning services.