Tax Advisor & Local Growth Specialist

Intuit, Inc.

Westlake (OH)

On-site

USD 67,502,000 - 100,565,000

Full time

11 days ago
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Benefits offered by this job

401(k) Matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Marketing support

Job summary

Intuit seeks dedicated TurboTax Local Service Experts to join on-site teams at TurboTax locations across the United States. You’ll provide tax preparation, advisory support, and software assistance while building a local client base and collaborating with a network of specialists for end-to-end service.

You will engage with clients in person and virtually, delivering personalized tax solutions and ongoing financial guidance, with opportunities to cross-sell Intuit services and expand your

Qualifications

  • EA, CPA, or practicing attorney with tax prep experience.
  • Active PTIN to file taxes.
  • Minimum 3 years of paid preparation of 30+ federal/state returns per season.
  • Willing to upskill into bookkeeping, payroll, advisory with training.
  • Onsite at a TurboTax office, 8:00 AM–5:00 PM local time, at least 20 hours/week.
  • Complete required training and wear Intuit uniforms; participate in marketing.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory services is a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Grow local client base through outreach, events, and partnerships.
  • Connect clients to Intuit ecosystem (bookkeeping, payroll, advisory).
  • Deliver a best-in-class customer experience with professional service.

Skills

EA/CPA/Attorney
PTIN active
Tax return preparation
Onsite work
Bilingual English/Spanish

Job description

Intuit seeks dedicated TurboTax Local Service Experts to join on-site teams at TurboTax locations across the United States. You’ll provide tax preparation, advisory support, and software assistance while building a local client base and collaborating with a network of specialists for end-to-end service.

You will engage with clients in person and virtually, delivering personalized tax solutions and ongoing financial guidance, with opportunities to cross-sell Intuit services and expand your

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