Local Tax Advisor & Community Builder

Intuit, Inc.

American Canyon (CA)

On-site

USD 37,000 - 56,000

Part time

6 days ago
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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Discounts on Intuit products
Marketing support

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice and preparation at a TurboTax location in the United States.

You will work with a team of specialists to deliver end-to-end tax services, build a local client base, and represent Intuit in the community. You will engage in in-depth tax scenarios—from W-2s to complex business filings—while helping clients plan for future tax needs and leveraging Intuit resources for ongoing support.

Qualifications

  • EA/CPA/attorney with strong tax prep experience.
  • Active PTIN required by law to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per season using professional tax preparation software.
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training provided by Intuit.
  • Must be comfortable working onsite at a TurboTax office 8:00 AM–5:00 PM, 20+ hours per week.
  • Must be willing to complete training and wear Intuit uniforms.
  • Interest in building a local and online TurboTax presence.

Responsibilities

  • Provide hands-on tax advice and preparation for TurboTax clients, handling simple to complex situations.
  • Be the connective tissue between clients and a broader team of specialists for end-to-end service.
  • Lead local growth and attract new clients through outreach and community partnerships.
  • Develop understanding of clients’ complete financial picture and connect them with Intuit solutions.
  • Deliver exceptional customer experience in person and via video tools.
  • Organize and participate in local events to raise brand awareness.

Skills

EA
CPA
Practicing Attorney
PTIN
Tax preparation
30+ returns
Onsite availability
Upskilling mindset
Bilingual (EN/SP) optional
Holistic tax advisory

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice and preparation at a TurboTax location in the United States.

You will work with a team of specialists to deliver end-to-end tax services, build a local client base, and represent Intuit in the community. You will engage in in-depth tax scenarios—from W-2s to complex business filings—while helping clients plan for future tax needs and leveraging Intuit resources for ongoing support.

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