Local Tax Expert & Community Growth Advisor

Intuit; Pleasant Hill (CA); On-site; USD 65,000 - 90,000; 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

Job summary

Intuit seeks on-site TurboTax Local Service Experts to provide hands-on tax preparation and personalized tax advice at a TurboTax location in California. You will guide clients through personal and business tax scenarios, coordinate with specialists, and help grow the local client base through community engagement and targeted outreach.

The role emphasizes holistic client understanding, connecting customers with Intuit resources, and delivering a seamless, end-to-end experience in a

Qualifications

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Identify deductions, maximize refunds, and provide future tax planning guidance.
• Develop local market growth and community outreach to attract new clients.
• Coordinate with broader Intuit ecosystem to offer comprehensive services.

Responsibilities

• Conduct discovery sessions and tax reviews to uncover deductions.
• Build a local client base through outreach, events, and partnerships.
• Connect clients with bookkeeping, payroll, and financial planning services.
• Deliver a best-in-class customer experience in person and virtually.

Skills

Tax expertise

Client relationship building

Community outreach

Tax planning guidance

Education

EA/CPA/Attorney credentials

Job description

Intuit seeks on-site TurboTax Local Service Experts to provide hands-on tax preparation and personalized tax advice at a TurboTax location in California. You will guide clients through personal and business tax scenarios, coordinate with specialists, and help grow the local client base through community engagement and targeted outreach.

The role emphasizes holistic client understanding, connecting customers with Intuit resources, and delivering a seamless, end-to-end experience in a