Local Tax Advisor & Growth Partner

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Marketing support

Job summary

Intuit is seeking dedicated year-round TurboTax Local Service Experts to work on-site in a TurboTax location in the United States. You will deliver full-service tax preparation, expert tax advice, and software support while collaborating with a team of specialists across bookkeeping, payroll, and financial planning to provide a seamless Intuit experience.

You will also act as a community ambassador, growing the local client base, organizing events, and building long-term relationships.

Qualifications

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

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
• Build local growth by engaging the community and creating relationships with clients.

Skills

Customer service

Verbal communication

Written communication

Fast-paced work ethic

Education

EA(Enrolled Agent) / CPA / Attorney

Tools

Tax preparation software

CRM systems

Job description

Intuit is seeking dedicated year-round TurboTax Local Service Experts to work on-site in a TurboTax location in the United States. You will deliver full-service tax preparation, expert tax advice, and software support while collaborating with a team of specialists across bookkeeping, payroll, and financial planning to provide a seamless Intuit experience.

You will also act as a community ambassador, growing the local client base, organizing events, and building long-term relationships.