Onsite Local Tax Advisor & Community Growth Champion

Intuit, Inc.

Waunakee (WI)

On-site

USD 37,000 - 56,000

Full time

4 days ago
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Benefits offered by this job

401(k) Matching
Paid sick time
Employee Stock Purchase Plan
Discounts on TurboTax products

Job summary

Intuit, Inc. seeks talented TurboTax Local Service Experts to work onsite at a TurboTax location across the United States. You will prepare taxes, provide expert advice, and support customers using TurboTax software, while expanding the local client base and building long-term relationships.

This role emphasizes in-person and virtual client service, cross-selling to bookkeeping, payroll, and advisory services, and representing Intuit in the community through events and outreach.

Qualifications

  • Enrolled Agent, CPA, or practicing attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • 3+ years of paid tax return preparation (e.g., 1040) using professional software.
  • Willing to work onsite; 20+ hours/week, 8am–5pm in local time.

Responsibilities

  • Provide hands-on tax preparation, expert tax advice, and software support for TurboTax clients.
  • Grow local client base through outreach, events, and partnerships.
  • Collaborate with a cross-functional Intuit team to deliver end-to-end tax services.
  • Deliver a best-in-class customer experience and maintain professional standards.

Skills

Tax expertise
Customer focus
Community outreach
Bilingual (EN/ES)

Education

EA/CPA/Attorney license

Tools

TurboTax software
CRM tools

Job description

Intuit, Inc. seeks talented TurboTax Local Service Experts to work onsite at a TurboTax location across the United States. You will prepare taxes, provide expert advice, and support customers using TurboTax software, while expanding the local client base and building long-term relationships.

This role emphasizes in-person and virtual client service, cross-selling to bookkeeping, payroll, and advisory services, and representing Intuit in the community through events and outreach.

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