Onsite Local Tax Advisor & Community Builder

Intuit, Inc.; Holladay (UT); On-site; USD 33,000 - 56,000; 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

Marketing support

Job summary

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work onsite in a TurboTax location across the United States. You’ll handle in-person and virtual tax prep, provide expert advice, and collaborate with a team of specialists to deliver end-to-end services.

Responsibilities include growing the local client base, hosting community events, and guiding clients through the Intuit ecosystem for comprehensive support year-round.

Qualifications

• EA/CPA/Attorney with strong tax preparation experience preferred.
• Active PTIN required to file taxes.
• Willingness to upskill into broader advisory services with training.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including simple to complex scenarios.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem (bookkeeping, payroll, financial planning).
• Deliver a best-in-class customer experience in-person and via remote tools.

Skills

EA (Enrolled Agent)

CPA

Practicing Attorney

Tax preparation experience

Customer service skills

Entrepreneurial mindset

Bilingual English/Spanish

Education

PTIN active

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work onsite in a TurboTax location across the United States. You’ll handle in-person and virtual tax prep, provide expert advice, and collaborate with a team of specialists to deliver end-to-end services.

Responsibilities include growing the local client base, hosting community events, and guiding clients through the Intuit ecosystem for comprehensive support year-round.