Onsite Tax Expert & Community Builder

Intuit

Fort Wayne (IN)

On-site

USD 48,000 - 72,000

Full time

14 days+
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Benefits offered by this job

401(k) Savings Plan with company match
Discounts on Intuit products including
Free TurboTax copy

Job summary

Intuit is seeking motivated individuals for TurboTax Local Service Expert roles in one of our TurboTax locations in the United States. You will perform on‑site tax preparation, provide expert guidance, and collaborate with specialists across bookkeeping, payroll, and financial planning.

You will grow a local client base while delivering a seamless Intuit experience. The role emphasizes in‑person and virtual client support, community engagement, and a strong pay‑for‑performance culture, with

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 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
  • 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. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
  • 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.
  • Be a Proactive Community Ambassador - actively build and grow a new local customer base for TurboTax.
  • Champion the Full Intuit Ecosystem - connect clients with bookkeeping, payroll, financial planning, or advisory services.
  • Build Relationships - develop long‑term trust to convert transactions into ongoing relationships.
  • Deliver a Best in Class Customer Experience - ensure professional, helpful service and clear tax guidance.

Skills

Tax preparation expertise
Customer service
Onsite work
CRM/sales tools
Attention to detail
Bilingual (English/Spanish)

Education

EA/CPA/Practicing Attorney certification
PTIN holder

Tools

Tax preparation software
Intuit TurboTax ecosystem

Job description

Intuit is seeking motivated individuals for TurboTax Local Service Expert roles in one of our TurboTax locations in the United States. You will perform on‑site tax preparation, provide expert guidance, and collaborate with specialists across bookkeeping, payroll, and financial planning.

You will grow a local client base while delivering a seamless Intuit experience. The role emphasizes in‑person and virtual client support, community engagement, and a strong pay‑for‑performance culture, with

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