Onsite Local Tax Advisor & Community Builder

Intuit Careers

Chicago (IL)

On-site

USD 36,000 - 54,000

Full time

7 days ago
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Benefits offered by this job

401(k) match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax product discounts
Marketing support

Job summary

Intuit is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax advice, prepare returns, and connect clients to a broader Intuit ecosystem, including bookkeeping and payroll services.

This on-site role emphasizes community engagement, local client growth, and a shared customer experience across in-person and virtual interactions.

Qualifications

  • EA, CPA, or Practicing Attorney with strong tax prep experience.
  • Active PTIN required to file taxes.
  • 3+ years in filing 30+ federal/state 1040 returns per season with professional software.
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory).
  • Must work onsite at a TurboTax location, 8:00 AM–5:00 PM, minimum 20 hours/week.
  • Must complete all required training and development as determined by the business.
  • Must wear Intuit uniforms and be comfortable with advertising use of your name.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory beyond tax filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients.
  • Handle simple to complex tax situations including personal/business income & amendments.
  • Conduct discovery sessions and tax reviews to optimize deductions and refunds.
  • Grow local client base through outreach, events, and partnerships.
  • Collaborate with bookkeeping, payroll, planning teams to address client needs.
  • Deliver exceptional customer experience and build long-term relationships.

Skills

EA/CPA/Attorney
PTIN
30+ 1040 returns
Circular 230
Onsite work
Uniforms
Bilingual (English/Spanish)
Holistic tax advisory

Tools

Tax prep software
CRM tools
Professional tools

Job description

Intuit is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax advice, prepare returns, and connect clients to a broader Intuit ecosystem, including bookkeeping and payroll services.

This on-site role emphasizes community engagement, local client growth, and a shared customer experience across in-person and virtual interactions.

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