Local Tax Expert & Community Advisor

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax

Marketing support

Job summary

Intuit, Inc. seeks TurboTax Local Service Experts to provide hands-on tax advice and complete preparation for clients at a TurboTax location. You will serve as a trusted advisor, helping customers with personal and business returns and guiding them through the broader Intuit ecosystem.

Role emphasizes local growth, community engagement, and delivering a best-in-class experience—on-site at a TurboTax location with collaboration across specialists and marketing support.

Qualifications

• Proven tax preparation experience across personal and small business returns.
• Strong client-facing and communication skills.
• Ability to work onsite at TurboTax offices.
• Willing to upskill into bookkeeping, payroll, and advisory services.
• Bilingual English/Spanish is a plus.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Grow local TurboTax client base through outreach and events.
• Connect clients to Intuit solutions like bookkeeping and payroll.
• Build long-term relationships and trust with clients.
• Deliver exceptional customer experience in-person and via video tools.

Skills

Tax preparation

Client counseling

Onsite work

Community outreach

Bilingual (EN/ES)

Education

EA/CPA/Practicing Attorney

PTIN active

Tools

Tax software

CRM tools

Job description

Intuit, Inc. seeks TurboTax Local Service Experts to provide hands-on tax advice and complete preparation for clients at a TurboTax location. You will serve as a trusted advisor, helping customers with personal and business returns and guiding them through the broader Intuit ecosystem.

Role emphasizes local growth, community engagement, and delivering a best-in-class experience—on-site at a TurboTax location with collaboration across specialists and marketing support.