Local Tax Expert & Community Builder

Intuit, Inc.

San Pablo (CA)

On-site

USD 37,000 - 56,000

Full time

8 days ago

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Discounts on Intuit products
Marketing collaboration support

Job summary

Intuit, Inc. is seeking year-round TurboTax Local Service Experts to work at a TurboTax location in the United States.

You'll provide hands-on tax preparation, expert advice, and software support, serving both in-person and virtual clients as part of a collaborative team. You will build the local client base, conduct community outreach, and connect clients with the broader Intuit ecosystem for bookkeeping, payroll, and financial planning.

Qualifications

  • Enrolled Agent (EA), CPA, or practicing attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid federal and state 1040 returns using professional software.
  • Willing to upskill into broader services (bookkeeping, payroll, advisory).
  • Comfortable working onsite 8:00 AM–5:00 PM local time, 20+ hours weekly.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including personal and business returns.
  • Grow local TurboTax client base through outreach, events, and partnerships.
  • Coordinate with internal specialists to deliver end-to-end tax services and advisory.
  • Deliver a best-in-class customer experience with professional conduct.

Skills

Tax preparation experience
EA/CPA/Attorney credential
Active PTIN required
Onsite work
Bilingual English/Spanish a plus
Holistic tax advisory

Tools

Tax preparation software

Job description

Intuit, Inc. is seeking year-round TurboTax Local Service Experts to work at a TurboTax location in the United States.

You'll provide hands-on tax preparation, expert advice, and software support, serving both in-person and virtual clients as part of a collaborative team. You will build the local client base, conduct community outreach, and connect clients with the broader Intuit ecosystem for bookkeeping, payroll, and financial planning.

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