Local Tax Advisor & Community Builder

Intuit, Inc.; South Gate (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 including

Free copy of TurboTax

Marketing support and growth network

Job summary

Intuit, Inc. in the United States seeks a TurboTax - Local Service Expert to provide full-service tax return preparation and expert guidance for on-site and virtual clients.

You will collaborate with specialists to deliver end-to-end solutions across personal and business tax scenarios. The role emphasizes community engagement, local growth, and customer-centric service, with on-site hours and opportunities for professional development.

Qualifications

• EA/CPA/Attorne y qualifications preferred; active PTIN required.
• Minimum 3 years paying experience filing 30+ 1040s per tax season with professional software.
• Willing to upskill into additional service types with training by Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local client base through outreach and community events.
• Connect clients to bookkeeping, payroll, and advisory services within Intuit ecosystem.
• Deliver exceptional customer experience both in person and virtually.

Skills

Tax preparation experience

PTIN active

3+ years 1040 filings

Upskilling willingness

Onsite availability 20h/wk

Training compliance

Uniforms compliance

Bilingual English/Spanish

Holistic tax advisory

Customer service excellence

Education

EA (Enrolled Agent) or CPA or Attorney

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. in the United States seeks a TurboTax - Local Service Expert to provide full-service tax return preparation and expert guidance for on-site and virtual clients.

You will collaborate with specialists to deliver end-to-end solutions across personal and business tax scenarios. The role emphasizes community engagement, local growth, and customer-centric service, with on-site hours and opportunities for professional development.