TurboTax Local Tax Advisor & Community Builder

Intuit, Inc.; Suttons Bay (MI); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) Plan with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. seeks motivated individuals to join our TurboTax Local Service Expert team. The role involves on-site client engagements, delivering expert tax advice and full-service preparation, and coordinating with specialists for a complete financial view.

You will grow a local client base, participate in community events, and utilize TurboTax tools to provide end-to-end support. A strong client focus and readiness to work 20+ hours weekly are essential.

Qualifications

• Must hold EA, CPA, or active practicing attorney credential with strong tax preparation experience.
• Active PTIN required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
• Familiar with Circular 230; willing to upskill across services.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including simple to complex scenarios.
• Grow local client base through outreach, events, and partnerships with TurboTax marketing support.
• Coordinate with enterprise team to connect clients with bookkeeping, payroll, planning and advisory services.
• Be the local face of TurboTax, delivering a seamless end-to-end Intuit experience.

Skills

Tax expertise

Active PTIN

3+ years 1040s

Circular 230

Onsite presence

Bilingual EN/ES

Holistic tax advisory

Education

EA/CPA/Attorney credential

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. seeks motivated individuals to join our TurboTax Local Service Expert team. The role involves on-site client engagements, delivering expert tax advice and full-service preparation, and coordinating with specialists for a complete financial view.

You will grow a local client base, participate in community events, and utilize TurboTax tools to provide end-to-end support. A strong client focus and readiness to work 20+ hours weekly are essential.