Onsite Local Tax Expert & Community Advisor

Intuit, Inc.

North Kansas City (MO)

On-site

USD 32,000 - 56,000

Full time

12 days ago

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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 (free Tur
bo Tax)
Marketing support

Job summary

Intuit is seeking dedicated TurboTax Local Service Experts to join our on-site teams, delivering full-service tax preparation and expert guidance for personal and business needs. You will collaborate with tax professionals and specialists to provide end-to-end support within a local TurboTax location.

You will build relationships, grow the local client base, and connect clients with the broader Intuit ecosystem including bookkeeping, payroll, and financial planning.

Qualifications

  • EA/CPA/Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
  • Active PTIN required to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
  • Willing to upskill into bookkeeping, payroll, or business tax advisory with training provided by Intuit.
  • Must be onsite at a TurboTax office location, 8:00 AM–5:00 PM local time, for a minimum of 20 hours per week.
  • Must be willing to complete all required training and development as determined by the business.
  • Must be willing to wear Intuit provided uniforms and use your name for advertising.
  • Interest in building a local and online social presence as a TurboTax Expert.
  • Bilingual (English/Spanish) communication skills are a plus.
  • Experience in holistic tax advisory services beyond tax filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations including personal and business income, deductions, and amendments.
  • Collaborate with a broader team of specialists to deliver end-to-end Intuit experiences.
  • Grow TurboTax client base through local outreach, events, referrals, and community partnerships.
  • Act as a trusted guide to connect clients with the Intuit ecosystem (bookkeeping, payroll, financial planning).
  • Build long-term relationships by delivering a best-in-class customer experience both in-person and via Intuit tools.

Skills

EA/CPA/Practicing Attorney
PTIN
1040s per season
Upskill into bookkeeping/payroll
Onsite availability
Professional development
Uniforms
Community outreach
Bilingual English/Spanish
Tax advisory

Job description

Intuit is seeking dedicated TurboTax Local Service Experts to join our on-site teams, delivering full-service tax preparation and expert guidance for personal and business needs. You will collaborate with tax professionals and specialists to provide end-to-end support within a local TurboTax location.

You will build relationships, grow the local client base, and connect clients with the broader Intuit ecosystem including bookkeeping, payroll, and financial planning.

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