Onsite Tax Expert & Local Growth Advocate

Intuit, Inc.; Portage (MI); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Marketing/networking collaboration

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work onsite at TurboTax locations nationwide, delivering hands-on tax advice, tax return preparation, and software support for a range of personal and business tax scenarios while connecting clients with the broader Intuit ecosystem.

You will grow the local client base, establish long-term relationships, and collaborate with specialists in bookkeeping, payroll, and financial planning to provide year-round support in a fast-paced

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state individual 1040 returns per season using professional tax software; Circular 230 familiarity.
• Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training by Intuit.
• Must be onsite at a TurboTax office location, 20+ hours/week, 8:00 AM–5:00 PM; hours may scale during peak season.
• Must complete training and development per business needs; uniforms required; branding and advertising use of name/photo may occur.
• Interest in building a local and online social presence as a TurboTax Expert; tax tips/content for community.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond simple filing.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Act as a community ambassador to grow the local TurboTax client base through outreach, events, referrals, and partnerships.
• Connect clients with Intuit solutions like bookkeeping, payroll, financial planning, or Credit Karma to address needs.
• Build lasting client relationships and ensure end-to-end Intuit experience with cross-team collaboration.
• Deliver exceptional customer service and a best-in-class experience in-person and via video tools.

Skills

Enrolled Agent / CPA / Attorney

Active PTIN

3+ years tax prep experience

Circular 230 knowledge

Upskill into bookkeeping/payroll/advis

Onsite work presence

Training & development willingness

Uniforms and branding adherence

Community marketing & social presence

Bilingual EN/ES (a plus)

Holistic tax advisory experience

Tools

CRM tools

Tax preparation software

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work onsite at TurboTax locations nationwide, delivering hands-on tax advice, tax return preparation, and software support for a range of personal and business tax scenarios while connecting clients with the broader Intuit ecosystem.

You will grow the local client base, establish long-term relationships, and collaborate with specialists in bookkeeping, payroll, and financial planning to provide year-round support in a fast-paced