Onsite Local Tax Expert & Advisor

SonicJobs

Cedar Rapids (IA)

On-site

USD 32,000 - 55,000

Full time

3 days ago
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Benefits offered by this job

401(k) Savings Plan
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products

Job summary

Intuit is hiring TurboTax - Local Service Experts to provide expert tax advice and full preparation at local TurboTax locations in the United States. You’ll work on-site with a team of specialists, handling personal and business scenarios, and expanding the local client base through outreach and events.

A hands-on advisor, you’ll leverage Intuit resources to deliver end-to-end tax solutions. role emphasizes building relationships, ongoing client support, and participation in training for broader

Qualifications

  • EA, CPA, or attorney with strong tax prep experience and tax-law knowledge.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional software.
  • Willing to upskill into bookkeeping, payroll or advisory services with training from Intuit.
  • Onsite availability 20+ hours per week; in-office hours may vary during tax season.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Support clients ranging from simple to complex tax situations incl. deductions and amendments.
  • Lead local growth: outreach, referrals, events, and community partnerships.
  • Connect clients with Intuit ecosystem services like bookkeeping, payroll, planning.
  • Deliver a best-in-class customer experience in-person and via video tools.

Skills

Enrolled Agent
CPA
Practicing Attorney
PTIN holder

Tools

Tax software

Job description

Intuit is hiring TurboTax - Local Service Experts to provide expert tax advice and full preparation at local TurboTax locations in the United States. You’ll work on-site with a team of specialists, handling personal and business scenarios, and expanding the local client base through outreach and events.

A hands-on advisor, you’ll leverage Intuit resources to deliver end-to-end tax solutions. role emphasizes building relationships, ongoing client support, and participation in training for broader

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