Local Tax Expert & Community Growth Specialist

Intuit Inc.

Delafield (WI)

On-site

USD 36,000 - 56,000

Full time

14 days+
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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
TurboTax discount

Job summary

Intuit Inc. seeks energetic, tax‑savvy professionals to join our TurboTax Local Service Expert team. You will work on-site at a TurboTax location, delivering hands‑on tax preparation and expert advice while building local client relationships and growing the practice.

You’ll collaborate with a cross‑functional team across bookkeeping, payroll, and advisory services to offer a full Intuit experience. A trusted guide for clients, you’ll help them navigate complex tax matters and plan for the

Qualifications

  • Active PTIN as required by law to file taxes.
  • 3+ years of paid experience filing 30+ federal/state individual 1040 returns per season.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Must reside within the United States and be onsite for the role.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Grow the local TurboTax client base through outreach and community events.
  • Coordinate with bookkeeping, payroll, and advisory teams to serve client needs.
  • Deliver an exceptional customer experience and build long-term relationships.
  • Assist clients in complex tax scenarios and offer future tax planning guidance.

Skills

Tax expertise
Enrolled Agent
CPA
PTIN holder
Client advisory
Onsite presence
Bilingual EN/ES
CRM tools

Education

Tax professional license

Tools

Tax software
CRM systems

Job description

Intuit Inc. seeks energetic, tax‑savvy professionals to join our TurboTax Local Service Expert team. You will work on-site at a TurboTax location, delivering hands‑on tax preparation and expert advice while building local client relationships and growing the practice.

You’ll collaborate with a cross‑functional team across bookkeeping, payroll, and advisory services to offer a full Intuit experience. A trusted guide for clients, you’ll help them navigate complex tax matters and plan for the

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