Local Tax Expert & Community Growth Advisor

Intuit, Inc.; Santa Barbara (CA); On-site; USD 77,366,000 - 117,482,000; Full time

Benefits offered by this job

401(k) Matching

Paid Sick Time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. seeks proactive TurboTax Local Service Experts to provide hands-on tax preparation and advisory services onsite at a TurboTax location in the United States. You will serve clients in-person and virtually, deliver detailed tax guidance, and coordinate with specialists for a full end-to-end Intuit experience.

Role emphasizes local client growth, community outreach, and cross-selling Intuit solutions while ensuring a high-quality customer journey from discovery through completion.

Qualifications

• EA, CPA, or Practicing Attorney with tax prep experience.
• Active PTIN required by law.
• 3+ years filing 30+ federal/state 1040s per season with pro tax software.
• Willing to upskill into bookkeeping, payroll, advisory services.

Responsibilities

• Provide hands-on tax advice and prepare returns for TurboTax clients.
• Grow local TurboTax client base through outreach and community events.
• Connect clients with Intuit ecosystems: bookkeeping, payroll, planning.
• Build lasting relationships and deliver a best-in-class customer experience.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN

Tax software

Client relationships

Job description

Intuit, Inc. seeks proactive TurboTax Local Service Experts to provide hands-on tax preparation and advisory services onsite at a TurboTax location in the United States. You will serve clients in-person and virtually, deliver detailed tax guidance, and coordinate with specialists for a full end-to-end Intuit experience.

Role emphasizes local client growth, community outreach, and cross-selling Intuit solutions while ensuring a high-quality customer journey from discovery through completion.