Local Tax Advisor & Growth Partner

Intuit

Clive (IA)

On-site

USD 32,000 - 56,000

Full time

6 days ago
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Benefits offered by this job

401(k) Savings Plan
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products

Job summary

Intuit is seeking dedicated TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at a TurboTax location in the United States. You will work with clients in person and virtually, building trust and delivering end-to-end tax solutions.

As part of Intuit, you will expand the local customer base, connect clients with full ecosystem services, and maintain exceptional service standards while collaborating with a team of tax and advisory specialists.

Qualifications

  • Enrolled Agent, CPA, or practicing attorney with tax prep experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years—30+ federal/state 1040 returns filed per season—using pro software.
  • Willing to upskill into bookkeeping/payroll/advisory with training.
  • Onsite at TurboTax location; 20+ hours/week; business hours 8am–5pm.
  • Willing to complete training and uniform policy adherence.
  • Interest in building local/online TurboTax presence and content.
  • Bilingual English/Spanish a plus.
  • Experience beyond filing tax—holistic advisory welcome.

Responsibilities

  • Provide hands-on tax advice and prep for TurboTax clients, including complex scenarios.
  • Grow local client base through outreach, events, and partnerships.
  • Connect clients to integrated Intuit services (bookkeeping, payroll, planning).
  • Deliver exceptional service and nurture long-term client relationships.

Skills

EA/CPA/Attorney
PTIN
30+ 1040 filings
Upskill in services
Onsite availability
Training oriented
Uniforms compliance
Bilingual EN/ES
Holistic tax advisory

Job description

Intuit is seeking dedicated TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at a TurboTax location in the United States. You will work with clients in person and virtually, building trust and delivering end-to-end tax solutions.

As part of Intuit, you will expand the local customer base, connect clients with full ecosystem services, and maintain exceptional service standards while collaborating with a team of tax and advisory specialists.

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