Onsite Local Tax Advisor & Community Growth

Intuit Inc.; Overland Park (KS); On-site; USD 48,000 - 86,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit Inc. seeks TurboTax - Local Service Experts to perform on-site tax preparation and advisory work with clients in a local TurboTax office. You will coordinate with finance specialists to deliver end‑to‑end tax services and foster community relationships.

The role emphasizes in-person and virtual client support, local marketing, and long‑term client development in a fast‑paced environment.

Qualifications

• EA/CPA/attorney with tax prep experience preferred.
• Active PTIN required by law to file taxes.
• 3+ years filing 1040 returns with professional software.

Responsibilities

• Provide hands-on tax advice and full preparation services.
• Grow local client base and build relationships in the community.
• Collaborate with specialists for holistic financial services.

Skills

Customer service

Community outreach

Business development

Communication

Team collaboration

Education

Enrolled Agent (EA) / CPA / Attorney

Tools

TurboTax software

CRM tools

Job description

Intuit Inc. seeks TurboTax - Local Service Experts to perform on-site tax preparation and advisory work with clients in a local TurboTax office. You will coordinate with finance specialists to deliver end‑to‑end tax services and foster community relationships.

The role emphasizes in-person and virtual client support, local marketing, and long‑term client development in a fast‑paced environment.