Local Tax Expert & Community Growth Advisor

Intuit Inc.; Pleasant Hill (CA); On-site; USD 37,000 - 56,000; Part time

Benefits offered by this job

401(k) matching

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit Inc. is seeking tax experts to join our TurboTax Local Service team in California. On-site positions involve full tax preparation, expert tax advice, and collaboration with a network of specialists to deliver a seamless client experience.

Role emphasizes community outreach, local client growth, and using TurboTax tools to build relationships while offering year-round support for personal and business tax needs.

Qualifications

• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230 and related tax regulations.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling personal and business tax scenarios.
• Grow TurboTax client base locally through outreach, events, and partnerships.
• Coordinate with specialists in bookkeeping, payroll, and advisory services to deliver end-to-end client support.
• Deliver a best-in-class customer experience both in person and via video tools.

Skills

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Practicing Attorney

PTIN holder

Tax preparation expertise

On-site customer engagement

Education

EA credential

CPA credential

Attorney license

Tools

Tax preparation software

CRM software

Circular 230 familiarity

Job description

Intuit Inc. is seeking tax experts to join our TurboTax Local Service team in California. On-site positions involve full tax preparation, expert tax advice, and collaboration with a network of specialists to deliver a seamless client experience.

Role emphasizes community outreach, local client growth, and using TurboTax tools to build relationships while offering year-round support for personal and business tax needs.