TurboTax Local Service Expert: Onsite & Community Builder

Intuit Careers

Madison (WI)

On-site

USD 32,000 - 56,000

Full time

7 days ago
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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 including
Free TurboTax copy
Marketing collaboration

Job summary

Intuit Careers is hiring TurboTax Local Service Experts to work on-site, delivering hands-on tax preparation and personalized advisory services to individuals and business clients. You will collaborate with tax professionals across the Intuit ecosystem and grow a local client base while providing exceptional support in person and virtually.

You will represent Intuit with a customer-first mindset, participate in local events, and help clients navigate complex tax scenarios with accuracy and care.

Qualifications

  • EA/CPA/Attorney with tax prep experience preferred.
  • Active PTIN required by law to file taxes.
  • At least 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional software.
  • Willing to upskill into additional service types with training.
  • On-site at a TurboTax office; 20+ hours/week; hours may vary seasonally.
  • Willing to complete required training and adhere to policies.
  • Wear Intuit uniforms; may be used for advertising purposes.
  • Bilingual English/Spanish a plus; holistic tax advisory experience valued.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Act as local community ambassador to grow client base.
  • Introduce clients to Intuit ecosystem including bookkeeping and payroll services.
  • Build lasting client relationships and ensure a top-tier experience.
  • Deliver professional service with clear, personalized tax guidance.

Skills

Enrolled Agent (EA)
Certified Public Accountant (CPA)
Practicing Attorney
Active PTIN
Tax return preparation
Deductions optimization
On-site work readiness
Training willingness
Bilingual English/Spanish (plus)

Education

Tax/legal professional credentials

Tools

Tax preparation software
CRM systems

Job description

Intuit Careers is hiring TurboTax Local Service Experts to work on-site, delivering hands-on tax preparation and personalized advisory services to individuals and business clients. You will collaborate with tax professionals across the Intuit ecosystem and grow a local client base while providing exceptional support in person and virtually.

You will represent Intuit with a customer-first mindset, participate in local events, and help clients navigate complex tax scenarios with accuracy and care.

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