Local TurboTax Advisor & Community Growth Lead

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking TurboTax - Local Service Experts to perform on-site tax preparation and client advisory services at a local TurboTax location in the United States.

You will work closely with specialists to deliver end-to-end tax solutions, from personal to business income scenarios, while growing the local client base. The role emphasizes hands-on tax guidance, customer-centric service, and active community engagement, with opportunities to upsell related Intuit services and products.

Qualifications

• EA/CPA/Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• PTIN active as required by law to file taxes.
• Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations.
• Develop local growth by attracting new clients and building long-term relationships in the community.
• Coordinate with specialists across bookkeeping, payroll, and financial planning to deliver end-to-end Intuit services.

Skills

Enrolled Agent

CPA

Practicing Attorney

Tax software

CRM tools

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax - Local Service Experts to perform on-site tax preparation and client advisory services at a local TurboTax location in the United States.

You will work closely with specialists to deliver end-to-end tax solutions, from personal to business income scenarios, while growing the local client base. The role emphasizes hands-on tax guidance, customer-centric service, and active community engagement, with opportunities to upsell related Intuit services and products.