Tax Pro & Local Growth Advocate (Onsite)

Intuit, Inc.

Alton (IL)

On-site

USD 36,000 - 54,000

Part time

7 days ago
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Benefits offered by this job

401(k) with company matching
Sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products

Job summary

Intuit, Inc. in the United States is seeking TurboTax Local Service Experts to join on-site teams at a TurboTax location.

You will provide full-service tax return preparation, client advisory, and software support, while collaborating with specialists across bookkeeping, payroll, and planning to deliver end-to-end service. You will engage with local clients, grow the TurboTax footprint in your community, and participate in in-person and virtual sessions, using Intuit tools to maximize refunds

Qualifications

  • EA (Enrolled Agent) or CPA with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 30+ federal/state Form 1040s per tax season using professional software.
  • Willing to upskill into additional service areas with training.
  • Must be onsite at a TurboTax location, typically 20+ hours/week, with training.
  • Must wear company uniforms and participate in branding/advertising.
  • Interest in building a local and online TurboTax presence for the community.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
  • Act as a community ambassador to grow the local TurboTax client base through outreach and events.
  • Connect clients with Intuit ecosystem services like bookkeeping, payroll, or financial planning as needed.
  • Build trusted relationships and deliver a best-in-class customer experience across in-person and virtual interactions.
  • Participate in training and development programs to stay compliant and informed.

Skills

Tax prep
Customer service
Community outreach
Bilingual EN/ES

Education

EA (Enrolled Agent)
CPA

Job description

Intuit, Inc. in the United States is seeking TurboTax Local Service Experts to join on-site teams at a TurboTax location.

You will provide full-service tax return preparation, client advisory, and software support, while collaborating with specialists across bookkeeping, payroll, and planning to deliver end-to-end service. You will engage with local clients, grow the TurboTax footprint in your community, and participate in in-person and virtual sessions, using Intuit tools to maximize refunds

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