TurboTax Local Service Expert: Tax Advisor

Intuit, Inc.

Alton (IL)

On-site

USD 36,000 - 54,000

Full time

8 days ago

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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing & growth opportunities

Job summary

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to operate on-site at a TurboTax location. You will provide hands-on tax preparation, offer expert tax advice, and connect clients with the broader Intuit ecosystem.

You’ll also drive local growth and cultivate long-term relationships within the community. The role emphasizes end-to-end client service, ongoing training, and collaboration with a team of professionals to deliver a seamless experience for personal and business tax

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience.
  • Active PTIN required by law to file taxes.
  • 3+ years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory).
  • Must work onsite 8:00 AM–5:00 PM local time, Mon–Fri, minimum 20 hours/week.
  • Willing to complete required training and development.
  • Willing to wear Intuit uniforms; may be used in advertising.
  • Interest in building local and online social presence for TurboTax.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory beyond tax filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients ranging from simple to complex filings.
  • Act as a community ambassador to build and grow a local customer base for TurboTax.
  • Connect clients with Intuit ecosystem solutions such as bookkeeping, payroll, and financial planning.
  • Develop relationships to turn transactions into long-term client partnerships.
  • Deliver a best-in-class customer experience across in-person and virtual interactions.

Skills

EA/CPA/Attorney
PTIN active
Tax return prep
Onsite work
Client advisory
Upskilling willing
Bilingual EN/ES
CRM proficiency
Uniforms
Community outreach

Tools

Tax software

Job description

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to operate on-site at a TurboTax location. You will provide hands-on tax preparation, offer expert tax advice, and connect clients with the broader Intuit ecosystem.

You’ll also drive local growth and cultivate long-term relationships within the community. The role emphasizes end-to-end client service, ongoing training, and collaboration with a team of professionals to deliver a seamless experience for personal and business tax

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