Local Tax Expert & Community Growth Partner

Intuit; Appleton (WI); On-site; USD 48,000 - 85,000; Full time

Benefits offered by this job

401(k) match

TurboTax discount

Stock Purchase Plan

E&O Insurance

Job summary

Intuit seeks on-site TurboTax Local Service Experts to deliver comprehensive tax return preparation and expert tax guidance at TurboTax locations across the United States. You will collaborate with a broad team of specialists to cover business tax, bookkeeping, payroll, and advisory services, ensuring a seamless end-to-end experience for clients.

Responsibilities include growing the local client base, building trust, and delivering best-in-class service through in-person and virtual

Qualifications

• EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience.
• Active PTIN required by law to file taxes.
• Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

• Provide Tax Expertise – complete preparation services for TurboTax clients, handling simple to complex situations.
• Grow local client base and act as the local TurboTax ambassador in the community.
• Connect clients to the Intuit ecosystem including bookkeeping, payroll, and financial planning.

Skills

Enrolled Agent

CPA

Attorney

PTIN active

Bilingual (English/Spanish)

Tax preparation experience

Job description

Intuit seeks on-site TurboTax Local Service Experts to deliver comprehensive tax return preparation and expert tax guidance at TurboTax locations across the United States. You will collaborate with a broad team of specialists to cover business tax, bookkeeping, payroll, and advisory services, ensuring a seamless end-to-end experience for clients.

Responsibilities include growing the local client base, building trust, and delivering best-in-class service through in-person and virtual