Onsite Local Tax Expert & Community Growth Advocate

Intuit, Inc.; Monument (CO); On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

Product discounts

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to deliver comprehensive tax services on-site, advise clients, and connect them with Intuit’s broader ecosystem.

You will work with a team of tax professionals to manage personal and business tax needs, while expanding the local client base and ensuring exceptional service. Role emphasizes hands-on preparation, community engagement, and multi-product advisory within the Intuit network, including potential referrals to bookkeeping, payroll, and

Qualifications

• EA/CPA/Attorney with strong tax prep experience.
• Active PTIN required to file taxes.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients (personal and business).
• Drive local growth via outreach, events, and partnerships to grow clientele.
• Connect clients with Intuit ecosystem: bookkeeping, payroll, financial planning.
• Deliver a best-in-class customer experience and build long-term relationships.

Skills

EA Credential

PTIN active

30+ 1040s

Circular 230

Upskill in services

Onsite required

Bilingual EN/ES

Tax advisory

Tax software

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to deliver comprehensive tax services on-site, advise clients, and connect them with Intuit’s broader ecosystem.

You will work with a team of tax professionals to manage personal and business tax needs, while expanding the local client base and ensuring exceptional service. Role emphasizes hands-on preparation, community engagement, and multi-product advisory within the Intuit network, including potential referrals to bookkeeping, payroll, and