Local Tax Advisor & Community Growth Specialist

Intuit, Inc.

Verona (WI)

On-site

USD 32,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee stock purchase plan
E&O insurance
Product discounts

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to deliver on-site, end-to-end tax services from a local TurboTax location. You will provide hands-on tax preparation, personal and business advice, and connect clients with the broader Intuit ecosystem.

You will build local relationships, lead community outreach, host events, and grow the client base with marketing support. The role emphasizes trust, accurate tax solutions, and year-round proactive service.

Qualifications

  • EA/CPA/Attorney with tax preparation experience preferred.
  • Active PTIN required to file taxes.

Responsibilities

  • Provide hands-on tax advice and preparation for TurboTax clients including personal and business returns.
  • Build and grow a local client base through community outreach and partnerships.
  • Connect clients to the full Intuit ecosystem (bookkeeping, payroll, financial planning).
  • Deliver exceptional customer experience and help clients achieve financial goals.

Skills

Tax preparation
Customer service
Tax planning
Communication
Bilingual English/Spanish

Education

EA/CPA/Practicing Attorney
PTIN

Tools

TurboTax
CRM software

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to deliver on-site, end-to-end tax services from a local TurboTax location. You will provide hands-on tax preparation, personal and business advice, and connect clients with the broader Intuit ecosystem.

You will build local relationships, lead community outreach, host events, and grow the client base with marketing support. The role emphasizes trust, accurate tax solutions, and year-round proactive service.

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