Local Tax Expert & Community Advisor

Intuit, Inc.; Lake Lotawana (MO); On-site; USD 39,000 - 56,000; Part time

Benefits offered by this job

401(k) with company match

Employee Stock Purchase Plan

Product discounts (TurboTax) and EAP

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to perform on-site tax return preparation and advisory services at TurboTax locations across the United States.

The role blends tax expertise with community outreach to grow a local client base and deliver end-to-end Intuit experiences. You will work closely with a team of specialists, handle complex and simple tax scenarios, and leverage marketing tools to engage clients while offering holistic financial services through Intuit’s ecosystem.

Qualifications

• EA or CPA or practicing attorney with tax preparation experience.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 returns per tax season using professional tax software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Comfortable working onsite at a TurboTax office location, 20 hours per week, Mon–Fri.
• Willing to complete all required training and professional development as determined by the business.
• Willing to wear Intuit uniforms and use your name/picture for advertising.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual (English/Spanish) communication is a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations.
• Act as a community ambassador to grow a new local TurboTax client base and develop local partnerships.
• Connect clients with Intuit ecosystem solutions such as bookkeeping, payroll, or financial planning.
• Build relationships to convert prospects into loyal clients and drive year-round engagement.
• Deliver an exceptional customer experience through in-person and video interactions.

Skills

Tax preparation

Client advisory

Bilingual English/Spanish

Education

EA / CPA / Attorney credentials

PTIN holder

Tools

Pro tax software

CRM tools

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to perform on-site tax return preparation and advisory services at TurboTax locations across the United States.

The role blends tax expertise with community outreach to grow a local client base and deliver end-to-end Intuit experiences. You will work closely with a team of specialists, handle complex and simple tax scenarios, and leverage marketing tools to engage clients while offering holistic financial services through Intuit’s ecosystem.