Local Tax Advisor & Community Growth Partner

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

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is seeking a TurboTax Local Service Expert to deliver on-site tax preparation and advisory services at a local TurboTax location.

You will act as a trusted guide, build relationships with individuals and small businesses, and collaborate with a team of tax professionals to provide end-to-end solutions. The role emphasizes a hands-on, community-focused approach, with opportunities to grow the client base and cross-sell Intuit services such as bookkeeping, payroll, and financial

Qualifications

• Enrolled Agent (EA) or CPA, or practicing attorney with strong tax preparation experience and knowledge of tax laws.
• Must hold an active PTIN to file taxes.
• Willingness to upskill into additional service types (bookkeeping, payroll, advisory) with training by Intuit.
• Willing to work onsite at a TurboTax location and comply with training requirements.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, including simple to complex tax situations.
• Build and grow a local client base through outreach, events, and partnerships.
• Connect clients withIntuit ecosystem solutions like bookkeeping, payroll, and financial planning.
• Deliver a best-in-class customer experience in person and via digital tools.

Skills

EA

CPA

Practicing Attorney

PTIN

Job description

Intuit, Inc. is seeking a TurboTax Local Service Expert to deliver on-site tax preparation and advisory services at a local TurboTax location.

You will act as a trusted guide, build relationships with individuals and small businesses, and collaborate with a team of tax professionals to provide end-to-end solutions. The role emphasizes a hands-on, community-focused approach, with opportunities to grow the client base and cross-sell Intuit services such as bookkeeping, payroll, and financial