Local Tax Advisor & Community Growth Lead

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

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to join onsite teams at new TurboTax locations nationwide.

You will provide hands-on tax advice, complete returns, and connect clients with Intuit’s ecosystem to drive year-round prosperity. You will build local relationships, host community events, and grow the client base while working with tax professionals across bookkeeping, payroll, and financial planning.

Qualifications

• EA/CPA/Attorneys with strong tax preparation experience and knowledge.
• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040s per season using professional software.
• Willing to upskill into additional service types with training.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Identify deductions, minimize tax liabilities, maximize refunds, and plan future taxes.
• Grow local client base and build long-term relationships in the community.
• Collaborate with bookkeeping, payroll, and financial planning teams to deliver end-to-end service.
• Engage with clients in-person and virtually, delivering a best-in-class experience.

Skills

Tax expertise

Customer service

Communication skills

Business development

Education

EA (Enrolled Agent) / CPA / Practicing Attorney

Tools

Tax preparation software

CRM / sales tools

Job description

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to join onsite teams at new TurboTax locations nationwide.

You will provide hands-on tax advice, complete returns, and connect clients with Intuit’s ecosystem to drive year-round prosperity. You will build local relationships, host community events, and grow the client base while working with tax professionals across bookkeeping, payroll, and financial planning.