Local Tax Expert & Community Growth Advisor (Onsite)

Intuit, Inc.; Beloit (WI); On-site; USD 33,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax

Marketing support and collaboration

Community engagement opportunities

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to provide hands-on tax advice, prepare returns, and deliver an exceptional local client experience.

You will engage with clients onsite and virtually, grow the local TurboTax footprint, and connect customers to Composable Intuit services including bookkeeping, payroll, and financial planning. This role emphasizes personalized guidance and ongoing community engagement.

Qualifications

• Active PTIN required to file taxes.
• EA/CPA or attorney credentials preferred.
• 3+ years of paid tax preparation experience with 1040 returns.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex scenarios.
• Act as a community ambassador to grow local TurboTax client base and foster relationships.
• Connect clients to Intuit ecosystem offerings like bookkeeping, payroll, and financial planning.

Skills

Tax preparation experience

Bilingual EN/ES (plus)

Customer service excellence

Onsite presence

Education

Active PTIN required

EA/CPA/Attorney preferred

Tools

Professional tax software

CRM tools

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to provide hands-on tax advice, prepare returns, and deliver an exceptional local client experience.

You will engage with clients onsite and virtually, grow the local TurboTax footprint, and connect customers to Composable Intuit services including bookkeeping, payroll, and financial planning. This role emphasizes personalized guidance and ongoing community engagement.