TurboTax Local Service Expert — Community Tax Advisor

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

Collaboration with TurboTax network &マ

Job summary

Intuit, Inc. is seeking a TurboTax Local Service Expert to perform on-site tax preparation and advisory duties at a TurboTax location in the United States.

You will work closely with a cross-functional team to deliver end-to-end tax services and community engagement, both in person and via digital tools. You will build client relationships, expand TurboTax client base, and provide comprehensive tax planning alongside service expansion into bookkeeping, payroll, and advisory areas.

Qualifications

• EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
• Active PTIN as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software; familiarity with Circular 230.
• Willing to upskill into additional service types or more complex work areas with training.
• Comfortable working onsite, 8:00 AM–5:00 PM, Mon-Fri, minimum 20 hours/week; peak seasons may scale up.
• Willing to complete all required training and development; uniforms; advertising with your name/picture.
• Interest in building a local and online social presence as a TurboTax Expert; bilingual EN/SP a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling personal and business income, deductions, and amendments.
• Be a proactive community ambassador to grow local TurboTax client base with grassroots marketing and events.
• Champion the full Intuit ecosystem by connecting clients to bookkeeping, payroll, financial planning, or Credit Karma.
• Build relationships to convert one-time transactions into long-term clients.
• Deliver a best-in-class customer experience with clear explanations and strong service.

Skills

EA (Enrolled Agent)

CPA

Practicing Attorney

PTIN

Circular 230 knowledge

Onsite work readiness

Training mindset

Bilingual EN/SP (plus)

Tools

Professional tax software

CRM/sales tools

Job description

Intuit, Inc. is seeking a TurboTax Local Service Expert to perform on-site tax preparation and advisory duties at a TurboTax location in the United States.

You will work closely with a cross-functional team to deliver end-to-end tax services and community engagement, both in person and via digital tools. You will build client relationships, expand TurboTax client base, and provide comprehensive tax planning alongside service expansion into bookkeeping, payroll, and advisory areas.