Local Tax Expert & Community Growth Advocate

Intuit, Inc.

Rolling Meadows (IL)

On-site

USD 36,000 - 54,000

Full time

5 days ago
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Benefits offered by this job

401(k) matching
Employee Stock Purchase Plan
E&O insurance
Product discounts (TurboTax) and free款

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax preparation and personalised tax advice at a TurboTax location.

You’ll serve direct clients, discuss complex scenarios, and collaborate across Intuit’s ecosystem of services, including bookkeeping, payroll, and financial planning. You will act as a local ambassador, attract new clients, and deliver a superior customer experience in a fast-paced, team-based environment.

Qualifications

  • EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN as required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal/state individual 1040 tax returns per tax season using professional tax prep software; familiarity with Circular 230.
  • Willing to upskill into additional service types (e.g., bookkeeping, payroll, tax advisory) with training provided.
  • Must be comfortable working onsite at a TurboTax office, 8:00 AM–5:00 PM local time, 20+ hours weekly; hours may scale up during peak seasons.
  • Must complete training and development as required; uniforms provided; may be featured in advertising.
  • Interest in building a local and online social presence as a TurboTax Expert; creating tax tips and resources per Intuit policy.
  • Bilingual English/Spanish is a plus; experience in holistic tax advisory beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Act as a community ambassador, growing the local TurboTax client base through outreach, events, and partnerships.
  • Connect clients with Intuit ecosystem solutions (bookkeeping, payroll, financial planning) to address their needs.
  • Build relationships to turn one-time transactions into long-term client engagements.
  • Deliver a best-in-class customer experience with professional, clear guidance.

Skills

Enrolled Agent (EA)
CPA
Practicing Attorney
PTIN active
Familiar with Circular 230
Tax advisory experience
Onsite presence
Upskilling mindset
Bilingual (English/Spanish)

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax preparation and personalised tax advice at a TurboTax location.

You’ll serve direct clients, discuss complex scenarios, and collaborate across Intuit’s ecosystem of services, including bookkeeping, payroll, and financial planning. You will act as a local ambassador, attract new clients, and deliver a superior customer experience in a fast-paced, team-based environment.

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