Tax Advisor & Local Growth Champion

Intuit Inc.

Wauwatosa (WI)

On-site

USD 37,000 - 56,000

Full time

14 days+
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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance (Intuit)
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support and collaboration

Job summary

Intuit Inc. is seeking dedicated TurboTax Local Service Experts to join onsite locations across the United States.

You will provide hands-on tax preparation, expert advice, and software support while engaging with local communities to grow the client base. You will collaborate with specialists across bookkeeping, payroll, and advisory services, ensuring a seamless end-to-end Intuit experience for each client.

Qualifications

  • Active professional tax license (EA/CPA/Att.), required to file taxes.
  • Minimum 3 years of paid experience preparing 1040 federal/state tax returns.
  • PTIN active and in good standing; Circular 230 familiarity.
  • Willingness to work onsite and train for additional services.
  • Bilingual (English/Spanish) a plus; strong customer-facing skills.

Responsibilities

  • Provide hands-on tax advice and prepare TurboTax client returns; handle simple to complex scenarios.
  • Grow local TurboTax client base through outreach, events, and partnerships.
  • Coordinate with internal experts to connect clients to bookkeeping, payroll and advisory services.
  • Deliver a high-quality customer experience and cross-sell Intuit offerings when appropriate.
  • Represent TurboTax locally as a trusted community ambassador and brand advocate.

Skills

Tax expertise
Tax preparation experience
Client relationship building
Community outreach
Bilingual communication

Education

Enrolled Agent / CPA / Attorney license

Tools

Tax software

Job description

Intuit Inc. is seeking dedicated TurboTax Local Service Experts to join onsite locations across the United States.

You will provide hands-on tax preparation, expert advice, and software support while engaging with local communities to grow the client base. You will collaborate with specialists across bookkeeping, payroll, and advisory services, ensuring a seamless end-to-end Intuit experience for each client.

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