Onsite Tax Advisor & Local Growth Specialist

Intuit, Inc.

Olympia Fields (IL)

On-site

USD 36,000 - 54,000

Full time

8 hours ago
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Benefits offered by this job

401(k) match
Paid sick time
Employee stock purchase plan
E&O insurance provided by Intuit
Product discounts including free Turbo

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to perform on-site tax return preparation, provide expert tax advice, and collaborate with a team of specialists offering bookkeeping, payroll, and advisory services.

You will engage with clients in the local community, grow the client base, and deliver a seamless, end-to-end Intuit experience. The role emphasizes in-person service at TurboTax locations, with opportunities to support both personal and business tax needs and to participate in

Qualifications

  • EA (Enrolled Agent) or CPA or practicing attorney with tax prep experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients (simple to complex).
  • Lead local growth: outreach, events, and partnerships to build client base.
  • Connect clients with bookkeeping, payroll, and advisory services as part of the Intuit ecosystem.
  • Deliver an exceptional customer experience in person and via virtual channels.

Skills

Enrolled Agent (EA)
PTIN (Preparer Tax Identification)
Tax preparation experience
Holistic tax advisory
Onsite client meetings

Tools

Professional tax software
CRM/sales tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to perform on-site tax return preparation, provide expert tax advice, and collaborate with a team of specialists offering bookkeeping, payroll, and advisory services.

You will engage with clients in the local community, grow the client base, and deliver a seamless, end-to-end Intuit experience. The role emphasizes in-person service at TurboTax locations, with opportunities to support both personal and business tax needs and to participate in

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