Onsite Tax Expert & Local Growth Advisor

Intuit

Eau Claire (WI)

On-site

USD 48,000 - 72,000

Full time

39 hours ago
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Benefits offered by this job

401(k) with company match
E&O Insurance
Product discounts

Job summary

Intuit is seeking highly motivated individuals to join our team as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide expert tax advice and full-service preparation, working onsite with clients and collaborating with specialists across the Intuit ecosystem.

You'll grow local revenue by building relationships, delivering a best-in-class experience, and guiding clients through complex scenarios while leveraging TurboTax tools and resources.

Qualifications

  • EA/CPA/attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid tax prep experience handling 1040 returns.
  • Willing to upskill into additional services with training.

Responsibilities

  • Provide hands-on tax advice and complete TurboTax client returns.
  • Build a local client base through outreach and community events.
  • Coordinate with the wider Intuit team to deliver end-to-end service.
  • Maintain on-site presence Monday–Friday, 8:00 AM–5:00 PM, ~20 hours/week.

Skills

Tax preparation experience
Active PTIN
Onsite availability 20 hrs/week
Bilingual English/Spanish a plus
Upsell and cross-sell services

Tools

TurboTax software
CRM tools

Job description

Intuit is seeking highly motivated individuals to join our team as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide expert tax advice and full-service preparation, working onsite with clients and collaborating with specialists across the Intuit ecosystem.

You'll grow local revenue by building relationships, delivering a best-in-class experience, and guiding clients through complex scenarios while leveraging TurboTax tools and resources.

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