Local TurboTax Tax Advisor & Growth Partner

Intuit, Inc.; Glendale (WI); On-site; USD 60,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to join on-site teams at new TurboTax locations in the United States.

You will provide full-service tax return preparation and expert tax advice, while supporting clients with software and advisory services to ensure a comprehensive financial view. You will grow the local client base, deliver top-tier customer experiences, and connect clients to the broader Intuit ecosystem, including bookkeeping and financial planning, to build lasting

Qualifications

• EA/Enrolled Agent with strong tax preparation experience and knowledge of tax laws.
• Active PTIN required to file taxes.
• Willingness to upskill into additional service types (bookkeeping, payroll, advisory).

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
• Grow local client base through community outreach and partnerships.
• Connect clients to the Intuit ecosystem (bookkeeping, payroll, financial planning).
• Deliver exceptional customer experiences and help clients achieve financial goals.

Skills

EA/Enrolled Agent

Active PTIN

Tax preparation

Bilingual English/Spanish (a plus)

Tools

CRM/Sales tools

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to join on-site teams at new TurboTax locations in the United States.

You will provide full-service tax return preparation and expert tax advice, while supporting clients with software and advisory services to ensure a comprehensive financial view. You will grow the local client base, deliver top-tier customer experiences, and connect clients to the broader Intuit ecosystem, including bookkeeping and financial planning, to build lasting