Onsite Local Tax Advisor & Community Growth Lead

Intuit, Inc.; Ankeny (IA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location across the United States.

You will deliver hands-on tax advice, prepare returns, and connect clients with Intuit specialists to ensure a seamless end-to-end experience. As a local community ambassador, you’ll grow the TurboTax client base through outreach and events, while helping clients navigate personal and business taxes, planning, and annual updates.

Qualifications

• Enrolled Agent (EA) or CPA or practicing attorney with tax preparation experience
• Ability to file complex personal and business tax returns
• Willingness to upsell additional Intuit services with coaching provided

Responsibilities

• Provide hands-on tax advice and complete tax return preparation for TurboTax clients
• Disclose deductions, navigate complex tax scenarios, and offer future planning guidance
• Grow local client base through outreach, events, and partnerships
• Collaborate with a network of specialists (bookkeeping, payroll, planning) to deliver end-to-end service
• Represent Intuit as a client-facing Local Service Expert in the community

Skills

Tax advisory

Customer engagement

CRM/sales tools

Tax software proficiency

Education

EA/CPA/Attorney credentials

Tools

Tax preparation software

PTIN knowledge

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location across the United States.

You will deliver hands-on tax advice, prepare returns, and connect clients with Intuit specialists to ensure a seamless end-to-end experience. As a local community ambassador, you’ll grow the TurboTax client base through outreach and events, while helping clients navigate personal and business taxes, planning, and annual updates.