Local Service Expert | Onsite Tax Pro & Community Builder

Intuit, Inc.

Temple City (CA)

On-site

USD 37,000 - 56,000

Part time

7 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax discount
Marketing support

Job summary

Intuit, Inc. seeks motivated individuals to join as TurboTax Local Service Experts at a TurboTax location across the United States.

You will perform full‑service tax return preparation, provide expert tax advice, and support clients in person and virtually, building trust and delivering a seamless Intuit experience. You will grow the local client base, participate in community events, connect clients to bookkeeping, payroll and planning services, and collaborate with specialists to address

Qualifications

  • EA/CPA/Attorney with strong tax prep experience and knowledge of tax laws preferred.
  • Active PTIN required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software. Familiarity with Circular 230.
  • Willing to upskill into additional service types or more complex work areas with training.
  • Must be onsite at a TurboTax office, 20+ hours per week, 8:00 AM–5:00 PM local time.
  • Must complete all required training and development per business needs; uniforms provided; advertising use of name/photo.
  • Interest in building local and online social presence as a TurboTax Expert; bilingual a plus; holistic tax advisory experience a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex situations.
  • Assist with personal and business income, deductions optimization, and amendments.
  • Conduct discovery sessions and tax reviews to uncover deductions and plan for future taxes.
  • Collaborate with specialists to connect clients to bookkeeping, payroll, and planning services.
  • Grow the local client base and participate in community events to drive awareness.

Skills

Tax preparation
Client communication
Community outreach
Onsite work
Bilingual (English/Spanish)

Education

EA (Enrolled Agent)
CPA
Attorney (active practice)

Tools

Tax prep software
CRM / sales tools

Job description

Intuit, Inc. seeks motivated individuals to join as TurboTax Local Service Experts at a TurboTax location across the United States.

You will perform full‑service tax return preparation, provide expert tax advice, and support clients in person and virtually, building trust and delivering a seamless Intuit experience. You will grow the local client base, participate in community events, connect clients to bookkeeping, payroll and planning services, and collaborate with specialists to address

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