TurboTax Local Service Expert - Tax & Community Advisor

Intuit Careers; Toledo (OH); On-site; USD 33,000 - 48,000; Part time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Job summary

Intuit is hiring TurboTax Local Service Experts to provide on-site tax preparation and expert tax guidance at a local TurboTax location. You will work with a team of financial professionals to deliver a full end-to-end Intuit experience for individual and business clients.

Role emphasizes community outreach, ongoing training, and leveraging marketing tools to grow the local client base while delivering high-quality service and a positive customer experience.

Qualifications

• EA or CPA or Practicing Attorney with strong tax preparation experience.
• Active PTIN required by law to file taxes.
• 3+ years filing 30+ federal/state returns using professional tax software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Assist in complex tax scenarios including business income, deductions, and amendments.
• Collaborate with specialists in bookkeeping, payroll, and financial planning for integrated service.
• Grow local client base through outreach, events, and partnerships.
• Deliver exceptional customer experience and clear financial guidance.

Skills

Enrolled Agent

CPA

Tax preparation

Excellent communication

Community outreach

Education

PTIN awareness

Tools

Tax software

CRM tools

Job description

Intuit is hiring TurboTax Local Service Experts to provide on-site tax preparation and expert tax guidance at a local TurboTax location. You will work with a team of financial professionals to deliver a full end-to-end Intuit experience for individual and business clients.

Role emphasizes community outreach, ongoing training, and leveraging marketing tools to grow the local client base while delivering high-quality service and a positive customer experience.