Onsite Local Tax Expert & Community Advisor

Intuit, Inc.

Springfield (MO)

On-site

USD 36,000 - 56,000

Full time

12 days ago
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Benefits offered by this job

401(k) Matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
a free copy of TurboTax
Marketing support collaboration

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice, prepare returns, and connect clients with the broader Intuit ecosystem. You will engage with the local community, grow the client base, and deliver an end-to-end experience in collaboration with a team of tax professionals.

The role emphasizes onsite work at TurboTax locations, strong tax knowledge, and a proactive, customer-focused approach to drive loyalty and long-term relationships.

Qualifications

  • EA, CPA, or attorney with strong tax preparation experience.
  • 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 additional service types (bookkeeping, payroll, advisory) with training by Intuit.
  • Must be onsite at a TurboTax office for at least 20 hours/week, 8:00 AM–5:00 PM.
  • Willingness to complete training and wear uniforms; may be featured in marketing materials.
  • Interest in building local and online presence as a TurboTax Expert.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Grow TurboTax’s client base within the local community through outreach and events.
  • Connect clients to Intuit ecosystem including bookkeeping, payroll, and financial planning services.
  • Build long-term relationships to convert one-time transactions into ongoing engagements.
  • Deliver a best-in-class customer experience across in-person and virtual interactions.

Skills

Tax expertise
Client counseling
Bilingual English/Spanish

Tools

TurboTax software
CRM tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice, prepare returns, and connect clients with the broader Intuit ecosystem. You will engage with the local community, grow the client base, and deliver an end-to-end experience in collaboration with a team of tax professionals.

The role emphasizes onsite work at TurboTax locations, strong tax knowledge, and a proactive, customer-focused approach to drive loyalty and long-term relationships.

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