Local Tax Advisor & Community Growth Lead

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Marketing support

Job summary

Intuit, Inc. is seeking enthusiastic TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide tax preparation, advice, and software support while building local relationships and contributing to community growth.

The role emphasizes holistic financial guidance, cross-team collaboration, and driving year-round client engagement with Intuit resources and marketing support.

Qualifications

• EA (Enrolled Agent), CPA or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax prep software; Familiarity with Circular 230.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Grow local client base and community presence through targeted outreach and events.
• Connect clients to Intuit solutions like bookkeeping, payroll, and financial planning to address needs.

Skills

EA (Enrolled Agent)

CPA

Practicing Attorney

PTIN

High-volume 1040

Upskill in bookkeeping/payroll

Onsite at TurboTax office

Bilingual English/Spanish a plus

Customer service

Communication

Tools

Tax preparation software

CRM

TurboTax

Job description

Intuit, Inc. is seeking enthusiastic TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide tax preparation, advice, and software support while building local relationships and contributing to community growth.

The role emphasizes holistic financial guidance, cross-team collaboration, and driving year-round client engagement with Intuit resources and marketing support.