Onsite Local Tax Advisor & Community Builder

Intuit, Inc.; White Bear Lake (MN); On-site; USD 49,000 - 73,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support for local growth

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to provide on-site tax preparation and advisory services at a local TurboTax location.

You will work with a team to deliver an end-to-end Intuit experience, guiding clients through personal and business tax scenarios and expanding the local customer base. Role emphasizes community engagement, hands-on tax expertise, and cross-service collaboration across bookkeeping, payroll, and advisory offerings, with training provided and a strong

Qualifications

• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal and state individual 1040 tax returns per season.
• Willing to upskill into bookkeeping, payroll, or advisory services with training provided.

Responsibilities

• Provide hands-on tax advice and preparation for TurboTax clients, handling simple to complex situations.
• Grow local client base through outreach, events, and referrals.
• Collaborate with finance and advisory teams to deliver end-to-end Intuit experiences.
• Deliver high-quality customer service and help clients achieve financial goals.

Skills

EA/CPA/Attorney

PTIN active

3+ years tax returns

On-site availability

Bilingual English/Spanish

Holistic tax advisory

Education

EA/CPA/Attorney credential

Tools

Tax software

CRM tools

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to provide on-site tax preparation and advisory services at a local TurboTax location.

You will work with a team to deliver an end-to-end Intuit experience, guiding clients through personal and business tax scenarios and expanding the local customer base. Role emphasizes community engagement, hands-on tax expertise, and cross-service collaboration across bookkeeping, payroll, and advisory offerings, with training provided and a strong