Tax Pro & Local Growth Champion

Intuit Careers; Milwaukee (WI); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

TurboTax discount

Marketing support

Job summary

Intuit seeks a TurboTax - Local Service Expert to provide hands-on tax advice and complete tax return preparation for clients at a TurboTax location. You will work onsite, collaborate with a team of financial specialists, and help drive local growth by building relationships in the community.

You’ll connect clients with Intuit ecosystem services (bookkeeping, payroll, planning) and deliver a seamless, end-to-end experience.

Qualifications

• Active PTIN required by law to file taxes.
• 3+ years of paid experience filing 30+ federal/state returns per season using professional software.
• Willing to upskill into bookkeeping/payroll/advisory with training provided.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Identify deductions, minimize tax liabilities, maximize refunds.
• Advise on future tax planning and connect clients with related services.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN holder

Tax preparation

Job description

Intuit seeks a TurboTax - Local Service Expert to provide hands-on tax advice and complete tax return preparation for clients at a TurboTax location. You will work onsite, collaborate with a team of financial specialists, and help drive local growth by building relationships in the community.

You’ll connect clients with Intuit ecosystem services (bookkeeping, payroll, planning) and deliver a seamless, end-to-end experience.