Local Tax Service Expert & Community Builder

Intuit, Inc.; Joliet (IL); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) with matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to join on-site teams at TurboTax locations nationwide. You will provide full-service tax preparation and expert advice while building community relationships and expanding the local client base.

Work closely with specialists in bookkeeping, payroll, financial planning, and advisory services to deliver end-to-end solutions. This role emphasizes hands-on client meetings, personalized guidance, and a focus on positive financial outcomes.

Qualifications

• Enrolled Agent, CPA, or attorney with strong tax prep experience.
• Active PTIN required to file taxes.
• 3+ years filing 30+ federal/state 1040s with professional software.
• Familiarity with Circular 230 and holistic tax advisory capabilities.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local client base through outreach and community events.
• Connect clients with bookkeeping, payroll, or advisory services as needed.
• Deliver end-to-end Intuit experiences with a focus on client outcomes.
• Create a trusted, long-term relationship through exceptional service.

Skills

EA/CPA/Attorney

PTIN

Tax prep experience

Circular 230 knowledge

Upskilling into advisory services

Uniforms

Bilingual English/Spanish

Holistic tax advisory

Tools

CRM software

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to join on-site teams at TurboTax locations nationwide. You will provide full-service tax preparation and expert advice while building community relationships and expanding the local client base.

Work closely with specialists in bookkeeping, payroll, financial planning, and advisory services to deliver end-to-end solutions. This role emphasizes hands-on client meetings, personalized guidance, and a focus on positive financial outcomes.