Local Service Expert — Tax Pro & Community Advisor

Intuit, Inc.; Vacaville (CA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to perform on‑site tax preparation, advise clients, and connect them with Intuit’s broader services. You’ll collaborate with specialists to deliver end‑to‑end solutions and grow the local TurboTax business.

The role emphasizes client relationships, community outreach, and leveraging marketing tools to attract new customers while ensuring year‑round support.

Qualifications

• EA, CPA, or Practicing Attorney with strong tax preparation experience.
• Active PTIN as required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state Form 1040 returns per season.

Responsibilities

• Provide hands‑on tax advice and complete preparation for TurboTax clients.
• Identify deductions, minimize liabilities, maximize refunds, and plan for future taxes.
• Engage local community, build client base, and deliver end‑to‑end Intuit experiences.

Skills

Enrolled Agent (EA) or CPA

Tax advisory experience

Bilingual English/Spanish (a plus)

Onsite tax preparation

Community outreach

Customer relationship building

Proficient with tax software and CRM

Education

EA/CPA/Practicing Attorney certification

Tools

Professional tax software

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to perform on‑site tax preparation, advise clients, and connect them with Intuit’s broader services. You’ll collaborate with specialists to deliver end‑to‑end solutions and grow the local TurboTax business.

The role emphasizes client relationships, community outreach, and leveraging marketing tools to attract new customers while ensuring year‑round support.