Local Tax Pro & Community Growth Advisor

Intuit, Inc.; Beachwood (OH); On-site; USD 33,000 - 48,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to prepare taxes onsite at a local TurboTax location and advise clients in person and virtually. You will work with a team of tax professionals to deliver a seamless Intuit experience year-round.

The role emphasizes building local relationships, expanding the client base, and offering comprehensive tax services, including planning and cross-selling related Intuit products. Onsite hours are typical business times.

Qualifications

• EA/CPA/Practicing Attorney preferred with strong tax prep experience.
• Active PTIN required by law to file taxes.
• Willing to upskill into bookkeeping, payroll, or advisory services.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local client base through outreach, events, and referrals.
• Coordinate with specialists to deliver end-to-end Intuit experiences for clients.
• Deliver excellent customer service and clear tax-planning guidance.

Skills

Tax credentials

Customer service

Community outreach

English/Spanish

Education

Active PTIN

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to prepare taxes onsite at a local TurboTax location and advise clients in person and virtually. You will work with a team of tax professionals to deliver a seamless Intuit experience year-round.

The role emphasizes building local relationships, expanding the client base, and offering comprehensive tax services, including planning and cross-selling related Intuit products. Onsite hours are typical business times.