Onsite Local Tax Advisor & Community Builder

Intuit, Inc.

Woodland Park (CO)

On-site

USD 36,000 - 54,000

Part time

7 days ago
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Benefits offered by this job

Cash bonus
Equity rewards
Benefits

Job summary

Intuit, Inc. in the United States seeks a TurboTax Local Service Expert to provide hands-on tax preparation and client advisory services at a local TurboTax office.

You will work with a team to serve in-person and virtual clients, building long-term relationships and expanding the local client base. You will connect clients with the broader Intuit ecosystem, including bookkeeping, payroll, and financial planning, while delivering a seamless, end-to-end customer experience.

Qualifications

  • Hands-on tax preparation for TurboTax clients, including personal and business scenarios.
  • Ability to identify deductions, plan taxes, and provide clear explanations in everyday language.
  • Willingness to upskill into additional service types (bookkeeping, payroll, advisory).

Responsibilities

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

Skills

Tax preparation
Tax advisory
Customer service
Communication
Bilingual English/Spanish (plus)

Education

EA/CPA/Attorney credential

Job description

Intuit, Inc. in the United States seeks a TurboTax Local Service Expert to provide hands-on tax preparation and client advisory services at a local TurboTax office.

You will work with a team to serve in-person and virtual clients, building long-term relationships and expanding the local client base. You will connect clients with the broader Intuit ecosystem, including bookkeeping, payroll, and financial planning, while delivering a seamless, end-to-end customer experience.

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