Onsite Tax Expert & Local Growth Advisor

Intuit, Inc.; Independence Township (OH); On-site; USD 32,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Marketing support

Job summary

Intuit, Inc. is seeking seasoned TurboTax Local Service Experts to join new locations nationwide. You will provide on-site tax preparation, expert advice, and software support while coordinating with a broader team of specialists to deliver an end-to-end Intuit experience.

The role emphasizes local client growth, community engagement, and a cross-functional approach to serve both in-person and virtual clients with a focus on long-term relationships and comprehensive financial guidance.

Qualifications

• EA, CPA, 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.
• Willing to upskill into additional service types or more complex work areas 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, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a proactive community ambassador to build and grow a new local customer base for TurboTax.
• Champion the full Intuit ecosystem by connecting clients with bookkeeping, payroll, financial planning, or Credit Karma as needed.
• Build relationships with clients to turn transactions into long-term partnerships.
• Deliver a best-in-class customer experience with professionalism and genuine interest in clients' financial goals.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN holder

Tax preparation

Tax advisory

Onsite presence

Bilingual English/Spanish

Tools

TurboTax

Tax software

CRM tools

Job description

Intuit, Inc. is seeking seasoned TurboTax Local Service Experts to join new locations nationwide. You will provide on-site tax preparation, expert advice, and software support while coordinating with a broader team of specialists to deliver an end-to-end Intuit experience.

The role emphasizes local client growth, community engagement, and a cross-functional approach to serve both in-person and virtual clients with a focus on long-term relationships and comprehensive financial guidance.