TurboTax Local Tax Advisor & Community Builder

Intuit

Bay City (MI)

On-site

USD 37,000 - 56,000

Full time

11 days ago

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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit

Job summary

Intuit is hiring TurboTax - Local Service Experts to provide hands-on tax advice and comprehensive tax preparation for clients at a local TurboTax location. You will work with a team of tax professionals, serving in-person and virtual clients, and expand services beyond tax filing into bookkeeping, payroll, and financial planning.

The role emphasizes building strong client relationships, community engagement, and leveraging Intuit resources to deliver a seamless end-to-end experience while

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience preferred.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040s per tax season.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, including personal and business income, deductions, and amendments.
  • Act as a proactive community ambassador to grow local TurboTax client base and partnerships.
  • Connect clients with Intuit ecosystem solutions such as bookkeeping, payroll, and financial planning.
  • Build long-term relationships through trusted client engagement and outreach.
  • Deliver best-in-class customer experience in-person and via video tools.

Skills

EA/CPA/Attorney
PTIN
Tax prep experience
Onsite work
Training & upskilling
Bilingual EN/ES
Holistic tax advisory

Tools

Tax prep software

Job description

Intuit is hiring TurboTax - Local Service Experts to provide hands-on tax advice and comprehensive tax preparation for clients at a local TurboTax location. You will work with a team of tax professionals, serving in-person and virtual clients, and expand services beyond tax filing into bookkeeping, payroll, and financial planning.

The role emphasizes building strong client relationships, community engagement, and leveraging Intuit resources to deliver a seamless end-to-end experience while

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