Local Tax Advisor & Growth Partner

Intuit

Hawthorne (CA)

On-site

USD 37,000 - 56,000

Part time

7 days ago
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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on TurboTax products

Job summary

Intuit is seeking dedicated TurboTax Local Service Experts to prepare tax returns, give expert advice, and grow a local client base at TurboTax locations across the United States. You will work onsite, collaborate with specialists, and help clients navigate complex tax situations while promoting Intuit solutions.

You will engage with customers in person and virtually, absorb client context, and deliver end-to-end support from discovery to ongoing planning, with a focus on community presence and

Qualifications

  • EA/CPA/Practicing Attorney with strong tax preparation experience and knowledge of tax laws preferred.
  • Active PTIN required to file taxes by law.
  • Minimum of 3 years of paid experience filing 30+ federal/state returns per season using professional tax software.
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
  • Must be comfortable working onsite at a TurboTax office location, 20+ hours/week, 8:00 AM–5:00 PM local time.
  • Must complete all required training and development as determined by the business.
  • Must wear Intuit uniforms and allow use of name/picture for advertising.
  • Interested in building local and online presence as a TurboTax Expert.
  • Experience in holistic tax advisory beyond tax filing.
  • Bilingual English/Spanish communication a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex scenarios.
  • Build and grow a local client base through community outreach and partnerships.
  • Connect clients with Intuit ecosystem services like bookkeeping, payroll, and financial planning.
  • Develop client relationships to convert one-time transactions into year-round engagements.
  • Deliver a best-in-class customer experience in person and via digital tools.

Skills

Tax preparation
Bilingual English/Spanish
Communication
Customer service

Education

EA/CPA/Attorney license

Job description

Intuit is seeking dedicated TurboTax Local Service Experts to prepare tax returns, give expert advice, and grow a local client base at TurboTax locations across the United States. You will work onsite, collaborate with specialists, and help clients navigate complex tax situations while promoting Intuit solutions.

You will engage with customers in person and virtually, absorb client context, and deliver end-to-end support from discovery to ongoing planning, with a focus on community presence and

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