Local Tax Expert & Community Builder

Intuit, Inc.; Benicia (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

Product discounts

Marketing collaboration opportunities

Job summary

Intuit, Inc. is seeking TurboTax - Local Service Experts to join our on-site team in a TurboTax location nationwide.

You’ll provide full-service tax preparation, expert advice, and coordinate with specialists to deliver an end-to-end Intuit experience for individuals and small businesses. As a community ambassador, you’ll grow the local client base, host events, and connect clients with related Intuit services such as bookkeeping and payroll.

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a proactive community ambassador by growing a local client base and organizing outreach.
• Champion the full Intuit ecosystem by connecting clients with bookkeeping, payroll, and financial planning services.
• Build lasting client relationships through trust and ongoing support.
• Deliver an exceptional customer experience with professionalism and clear tax guidance.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

CRM tools

Tax software

Job description

Intuit, Inc. is seeking TurboTax - Local Service Experts to join our on-site team in a TurboTax location nationwide.

You’ll provide full-service tax preparation, expert advice, and coordinate with specialists to deliver an end-to-end Intuit experience for individuals and small businesses. As a community ambassador, you’ll grow the local client base, host events, and connect clients with related Intuit services such as bookkeeping and payroll.