Local Tax Advisor & Community Builder

Intuit, Inc.

Rancho Cucamonga (CA)

On-site

USD 32,000 - 56,000

Part time

14 days+

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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
Employee Assistance Program
Discounts on Intuit products including
Free TurboTax copy
Marketing support and growth network

Job summary

Intuit, Inc. is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at new TurboTax locations across the United States.

You will provide hands-on tax advice, complete tax returns, and collaborate with a team of financial professionals to deliver end-to-end client experiences. This on-site role emphasizes community engagement, local growth, and cross-service referrals within the Intuit ecosystem, including bookkeeping, payroll, and financial planning.

Qualifications

  • Expert tax knowledge across personal and business returns.
  • Active PTIN and relevant tax preparation credentials.
  • Willingness to upskill into additional service types with training provided.
  • Onsite presence at a TurboTax office location, 8:00 AM–5:00 PM, Mon–Fri, 20+ hours/week.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
  • Act as a community ambassador, building local client base and relationships with marketing support.
  • Connect clients with the Intuit ecosystem (bookkeeping, payroll, financial planning).
  • Deliver a best-in-class customer experience and support clients in-person and via video tools.

Skills

Tax expertise
EA/CPA credential
PTIN holder
Onsite availability
Bilingual (EN/ES) a plus
Customer focus
Business development

Education

EA credential or CPA license

Job description

Intuit, Inc. is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at new TurboTax locations across the United States.

You will provide hands-on tax advice, complete tax returns, and collaborate with a team of financial professionals to deliver end-to-end client experiences. This on-site role emphasizes community engagement, local growth, and cross-service referrals within the Intuit ecosystem, including bookkeeping, payroll, and financial planning.

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