Tax Advisor & Local Growth Champion

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

Benefits offered by this job

401(k) matching

Employee Stock Purchase Plan

Discounts on Intuit products

Job summary

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide on-site tax preparation, expert guidance, and personalized client support across our US locations.

You will work closely with a team of specialists to deliver end-to-end tax services and community outreach. You’ll help clients with W-2 filings, complex returns, and broader services like bookkeeping and payroll, while growing your local client base and leveraging marketing tools.

Qualifications

• EA (Enrolled Agent), CPA or practicing attorney with tax prep experience preferred.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software; familiarity with Circular 230.
• Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
• Comfortable working onsite at a TurboTax office location, 8:00 AM–5:00 PM, Mon–Fri, at least 20 hours/week.
• Willing to complete required training and development (compliance, up-skilling, cross-training).
• Willing to wear Intuit uniforms and allow use of name/picture for advertising.
• Interest in building local and online presence as a TurboTax Expert.
• Bilingual English/Spanish skills a plus.
• Experience in holistic tax advisory beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations.
• Act as a community ambassador to build and grow a local customer base for TurboTax.
• Connect clients to Intuit ecosystem solutions like bookkeeping, payroll, financial planning, or Credit Karma.
• Build relationships to turn one-time transactions into long-term client engagements.
• Deliver exceptional customer experience and assist clients with tax planning and education.

Skills

Tax preparation

EA/CPA

PTIN holder

Client communication

Onsite availability

Bilingual English/Spanish

Tools

Tax preparation software

Job description

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide on-site tax preparation, expert guidance, and personalized client support across our US locations.

You will work closely with a team of specialists to deliver end-to-end tax services and community outreach. You’ll help clients with W-2 filings, complex returns, and broader services like bookkeeping and payroll, while growing your local client base and leveraging marketing tools.