Tax Advisor & Local Growth Specialist

Intuit, Inc.; Lincolnshire (IL); On-site; USD 36,000 - 54,000; Part time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

TurboTax discount and marketing tools

Job summary

Intuit, Inc. is seeking on-site TurboTax Local Service Experts to provide tax preparation and expert advice in Illinois. You will work closely with a team of financial professionals and engage with the local community to grow the TurboTax client base.

The role emphasizes full-service tax support, personal and business considerations, and collaboration with Intuit’s broader services to deliver a seamless client experience.

Qualifications

• Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
• Build local client relationships and drive community growth for TurboTax.
• Coordinate with Intuit experts across bookkeeping, payroll, and advisory services.

Responsibilities

• Prepare tax returns for clientes, with deductions optimization and amendments.
• Lead local events and outreach to grow the local TurboTax client base.
• Connect clients with the Intuit ecosystem (bookkeeping, payroll, planning) for year-round support.

Skills

Tax expertise

Customer service

On-site presence

Community engagement

Marketing collaboration

Bilingual (English/Spanish)

Education

EA / CPA / Attorney credentials

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is seeking on-site TurboTax Local Service Experts to provide tax preparation and expert advice in Illinois. You will work closely with a team of financial professionals and engage with the local community to grow the TurboTax client base.

The role emphasizes full-service tax support, personal and business considerations, and collaboration with Intuit’s broader services to deliver a seamless client experience.