Onsite Tax Advisor & Local Growth Partner

Intuit Inc.; Fort Wayne (IN); On-site; USD 3,306,000 - 4,959,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit Inc. seeks dedicated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while engaging with the local community to grow the client base.

This role connects clients to a broader Intuit ecosystem, including bookkeeping, payroll, and financial planning services. You will serve as a trusted advisor, helping clients navigate personal and business tax needs, with a focus on

Qualifications

• Active tax license and professional preparation experience.
• Ability to file complex returns for individuals and small businesses.
• Willingness to grow into broader advisory services.

Responsibilities

• Provide hands-on tax preparation and expert advice for TurboTax clients.
• Build local client base through outreach and referrals.
• Collaborate with Intuit specialists for comprehensive financial solutions.

Skills

Tax expertise

Client relationships

On-site tax prep

Community outreach

Education

EA/CPA/Attorney license

Tools

Professional tax software

CRM/sales tools

Job description

Intuit Inc. seeks dedicated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and software support while engaging with the local community to grow the client base.

This role connects clients to a broader Intuit ecosystem, including bookkeeping, payroll, and financial planning services. You will serve as a trusted advisor, helping clients navigate personal and business tax needs, with a focus on