Local Tax Advisor & Community Growth Expert

Intuit Careers; Pasadena (CA); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit is seeking TurboTax Local Service Experts to sit onsite at a TurboTax location in the United States, delivering full-service tax return preparation and expert tax advice to personal and business clients. You’ll act as a community ambassador, grow local client bases, and collaborate with a team of tax professionals across bookkeeping, payroll, and advisory services to deliver end-to-end support.

Role requires on-site presence, strong tax knowledge, ability to build relationships, and

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Bilingual (English/Spanish) communication skills are a plus

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Engage in discovery sessions and tax reviews to uncover deductions and maximize refunds.
• Collaborate with specialists across bookkeeping, payroll, and advisory services for end-to-end client solutions.
• Grow local TurboTax client base through outreach, events, and partnerships.

Skills

EA/CPA/Attorneys

PTIN active

3+ years tax returns

Upskill in advisory

Bilingual English/Spanish

Job description

Intuit is seeking TurboTax Local Service Experts to sit onsite at a TurboTax location in the United States, delivering full-service tax return preparation and expert tax advice to personal and business clients. You’ll act as a community ambassador, grow local client bases, and collaborate with a team of tax professionals across bookkeeping, payroll, and advisory services to deliver end-to-end support.

Role requires on-site presence, strong tax knowledge, ability to build relationships, and