Tax Pro & Local Growth Advisor

Intuit Careers

Olympia Fields (IL)

On-site

USD 36,000 - 54,000

Full time

14 days+
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Benefits offered by this job

401(k) Matching
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products

Job summary

Intuit seeks motivated individuals to join the TurboTax Local Service Expert team in new TurboTax locations across the United States. You will provide full-service tax return preparation and expert tax advice, serving clients onsite and virtually with a collaborative mindset.

You will work closely with a network of specialists across bookkeeping, payroll, and financial planning to deliver a seamless experience, while growing the local client base and engaging with the community through events

Qualifications

  • EA/CPA/attorney with tax prep experience preferred.
  • Active PTIN required by law to file taxes.
  • 3+ years of paid tax returns filed (30+ returns per season) using professional software.
  • Willing to upskill into bookkeeping, payroll, or advisory services.
  • Onsite availability 20 hours/week at a TurboTax location.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients (personal and business).
  • Identify deductions, minimize tax liabilities, maximize refunds, and offer future tax planning.
  • Grow local TurboTax client base through outreach, events, and partnerships.
  • Coordinate with specialists for a seamless end-to-end client experience.
  • Deliver excellent customer service in person and via video tools.

Skills

Tax preparation experience
PTIN awareness
Onsite client engagement
Bilingual English/Spanish a plus

Tools

Professional tax software

Job description

Intuit seeks motivated individuals to join the TurboTax Local Service Expert team in new TurboTax locations across the United States. You will provide full-service tax return preparation and expert tax advice, serving clients onsite and virtually with a collaborative mindset.

You will work closely with a network of specialists across bookkeeping, payroll, and financial planning to deliver a seamless experience, while growing the local client base and engaging with the community through events

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