Onsite Tax Advisor & Community Growth Lead

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

Benefits offered by this job

401(k) matching

Stock Purchase Plan

E&O Insurance

Product discounts on Intuit offerings

Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to provide on-site tax preparation and personalized guidance at a local TurboTax location. You will work with clients in person and virtually, delivering end-to-end tax services and strong customer experiences.

The role emphasizes community outreach, local business development, and leveraging Intuit resources to broaden client relationships and offer holistic services beyond tax filing.

Qualifications

• EA/CPA/Attorney with tax preparation experience and knowledge of tax laws.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 1040s using professional software.
• Willing to work onsite and commit to 20 hours per week, with schedule fluctuations during peak season.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including personal and business returns.
• Grow local TurboTax client base through community outreach and partnerships.
• Connect clients to Intuit ecosystem offerings like bookkeeping, payroll, and financial planning.

Skills

Customer service

Sales orientation

Team collaboration

Education

Enrolled Agent (EA)

CPA

Attorney (Practicing)

Tools

Tax preparation software

CRM software

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to provide on-site tax preparation and personalized guidance at a local TurboTax location. You will work with clients in person and virtually, delivering end-to-end tax services and strong customer experiences.

The role emphasizes community outreach, local business development, and leveraging Intuit resources to broaden client relationships and offer holistic services beyond tax filing.