Onsite Tax Advisor & Community Growth Partner

Intuit Inc.; Saint Cloud (MN); On-site; USD 3,237,000 - 4,822,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit Inc. is seeking motivated individuals for the TurboTax Local Service Expert role, working on-site at a TurboTax location across the United States.

You will provide hands-on tax preparation, expert advice, and software support while connecting clients with a broader team of specialists for comprehensive financial solutions. You will help grow the local TurboTax client base, build long-term relationships, and represent the brand through events and marketing initiatives, all while delivering

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development.
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Responsibilities

• Provide Tax Expertise - Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador - Embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass‑roots marketing initiatives, referral networks, and community partnerships.
• Champion the Full Intuit Ecosystem - Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward.
• Build Relationships - Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best in Class Customer Experience - Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals.

Skills

EA/CPA/Attorney

PTIN

3+ years tax returns

Upskill into more services

Onsite availability 8–5

Training/compliance

Uniforms

Community marketing

Bilingual EN/ES

Holistic tax advisory

Job description

Intuit Inc. is seeking motivated individuals for the TurboTax Local Service Expert role, working on-site at a TurboTax location across the United States.

You will provide hands-on tax preparation, expert advice, and software support while connecting clients with a broader team of specialists for comprehensive financial solutions. You will help grow the local TurboTax client base, build long-term relationships, and represent the brand through events and marketing initiatives, all while delivering