Onsite Tax Advisor & Local Growth Specialist

Intuit Careers; Delafield (WI); On-site; USD 37,000 - 56,000; Part time

Benefits offered by this job

401(k) with company matching

Discounts on Intuit products

Free TurboTax copy

Job summary

Intuit seeks TurboTax - Local Service Experts to deliver in-person and virtual tax preparation and advisory services at local TurboTax locations. You’ll guide clients through personal and business tax needs, leveraging Intuit tools to maximize refunds and plan ahead.

Expect proactive community outreach and collaboration with other Intuit specialists to expand services. The role emphasizes client relationships, local growth, and year‑round support, with on-site requirements and a customer‑first

Qualifications

• Enrolled Agent, CPA, or Attorney with strong tax prep experience and broad tax knowledge.
• Active PTIN as required by law to file taxes.
• Willing to upskill into additional tax services with training provided.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, from simple to complex scenarios.
• Grow the local TurboTax client base through outreach, events, and partnerships.
• Collaborate with adjacent Intuit services (bookkeeping, payroll, financial planning) to deliver end-to-end client support.

Skills

Tax preparation

Customer service

Onsite work

Bilingual English/Spanish

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

PTIN active

Tools

Tax preparation software

CRM tools

Job description

Intuit seeks TurboTax - Local Service Experts to deliver in-person and virtual tax preparation and advisory services at local TurboTax locations. You’ll guide clients through personal and business tax needs, leveraging Intuit tools to maximize refunds and plan ahead.

Expect proactive community outreach and collaboration with other Intuit specialists to expand services. The role emphasizes client relationships, local growth, and year‑round support, with on-site requirements and a customer‑first