TurboTax Local Service Expert - Tax Advisor & Community Builder

SonicJobs; Grand Rapids (MI); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Product discounts

Job summary

Intuit is hiring TurboTax Local Service Experts to provide hands-on tax preparation and advisory services at TurboTax locations across the United States. You will engage with in-person and virtual clients, deliver tax solutions, and collaborate with other specialists to cover business tax, bookkeeping, payroll, and planning.

This role emphasizes a strong local presence and client education. You will work onsite during standard hours, serve as a trusted advisor, and help grow the local TurboTax

Qualifications

• 3+ years of paid experience filing 30+ federal and state individual 1040 tax returns per season using professional tax software.
• Active PTIN required by law to file taxes.
• Willing to upskill into additional service areas with training.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Build and grow a local client base through outreach and partnerships.
• Coordinate with cross-functional teams to offer integrated tax services.

Skills

Tax preparation

Customer service

Onsite work

Communication skills

Bilingual (English/Spanish)

Education

Professional tax preparation software knowledge

Tools

Tax preparation software

CRM tools

Job description

Intuit is hiring TurboTax Local Service Experts to provide hands-on tax preparation and advisory services at TurboTax locations across the United States. You will engage with in-person and virtual clients, deliver tax solutions, and collaborate with other specialists to cover business tax, bookkeeping, payroll, and planning.

This role emphasizes a strong local presence and client education. You will work onsite during standard hours, serve as a trusted advisor, and help grow the local TurboTax