Local Tax Expert & Community Growth Advisor

Intuit

Ankeny (IA)

On-site

USD 37,000 - 56,000

Full time

9 days ago
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Benefits offered by this job

401(k) matching
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax discounts and free copy
Marketing support

Job summary

Intuit is seeking motivated individuals for TurboTax Local Service Expert roles at our locations across the United States. You will provide on-site tax prep, expert advice, and connect clients with Intuit’s broader services to deliver end-to-end support.

You will build local client relationships, drive growth, and help customers achieve financial outcomes. The role emphasizes in-person and virtual client interactions, training, and community engagement.

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience.
  • Active PTIN required by law to file taxes.
  • Minimum 3 years of paid experience filing 1040s (30+ returns per season).
  • Willing to upskill into additional service types with training.
  • onsite at a TurboTax office, 20 hours/week minimum.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex tax situations.
  • Grow local client base and act as a community ambassador for TurboTax.
  • Bridge clients to the full Intuit ecosystem (bookkeeping, payroll, planning, Credit Karma).
  • Build long-term relationships with clients through trust and service excellence.
  • Deliver a best-in-class customer experience using Intuit tools and video tech.

Skills

EA/CPA/Attorney
PTIN
Tax prep
Onsite work
English/Spanish bilingual (plus)

Tools

TurboTax software

Job description

Intuit is seeking motivated individuals for TurboTax Local Service Expert roles at our locations across the United States. You will provide on-site tax prep, expert advice, and connect clients with Intuit’s broader services to deliver end-to-end support.

You will build local client relationships, drive growth, and help customers achieve financial outcomes. The role emphasizes in-person and virtual client interactions, training, and community engagement.

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