Local Tax Expert & Community Growth Advisor

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

Benefits offered by this job

401(k) plan

Paid sick time

Employee stock purchase plan

E&O insurance

Employee assistance program

TurboTax discount

Marketing support

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax preparation and personalized advisory services at a TurboTax location.

You will engage with clients in person and virtually, guiding them through complex tax situations and optimizing refunds. As part of a broader Intuit ecosystem, you will connect clients to bookkeeping, payroll, and financial planning resources, while building a loyal local customer base through outreach and exceptional service.

Qualifications

• Certified tax professional with PTIN.
• 3+ years of paid tax return preparation experience.
• Willingness to work on-site 20+ hours/week during peak periods.

Responsibilities

• Provide hands-on tax advice and complete TurboTax client returns, handling simple to complex scenarios.
• Act as a community ambassador, growing local TurboTax client base.
• Link clients to related Intuit services like bookkeeping, payroll, or financial planning.

Skills

Tax preparation

Customer service

On-site presence

Community outreach

Bilingual English/Spanish

Education

EA/CPA/Practicing attorney

PTIN required

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax preparation and personalized advisory services at a TurboTax location.

You will engage with clients in person and virtually, guiding them through complex tax situations and optimizing refunds. As part of a broader Intuit ecosystem, you will connect clients to bookkeeping, payroll, and financial planning resources, while building a loyal local customer base through outreach and exceptional service.