Local Tax Service Expert & Community Advisor

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. seeks highly motivated individuals to join our TurboTax Local Service Expert team, delivering full-service tax preparation and expert guidance at local TurboTax locations across the United States.

You will collaborate with specialists in bookkeeping, payroll, and advisory services, acting as the primary connector for clients’ complete financial picture. Onsite work, with a focus on building lasting local relationships and delivering exceptional customer experiences.

Qualifications

• Enrolled Agent or CPA or practicing attorney with tax preparation experience.
• Willingness to upskill into additional service areas (bookkeeping, payroll, advisory) with training provided.
• Must be onsite at a TurboTax location and able to meet training requirements.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Build and grow a local client base through outreach and community partnerships.
• Coordinate with a team of specialists to deliver end-to-end services.

Skills

Tax preparation

Enrolled Agent/CPA/Attorney

Customer service

Bilingual English/Spanish

Education

EA/CPA/Attorney license

Tools

Tax software proficiency

CRM tools

Job description

Intuit, Inc. seeks highly motivated individuals to join our TurboTax Local Service Expert team, delivering full-service tax preparation and expert guidance at local TurboTax locations across the United States.

You will collaborate with specialists in bookkeeping, payroll, and advisory services, acting as the primary connector for clients’ complete financial picture. Onsite work, with a focus on building lasting local relationships and delivering exceptional customer experiences.