Local Tax Expert & Community Growth Advocate

Intuit, Inc.; Berkeley (CA); On-site; USD 37,000 - 56,000; 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

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to deliver hands-on tax preparation and expert guidance at a local TurboTax location in the United States.

You will support clients in person and virtually, while collaborating with a team of specialists across bookkeeping, payroll, and advisory services to provide an end-to-end Intuit experience. Role emphasizes community outreach, client growth, and delivering an exceptional customer experience, with training and uniforms provided.

Qualifications

• Enrolled Agent, CPA, or attorney with strong tax preparation experience.
• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040 returns per season.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow the local client base and foster community relationships.
• Coordinate with specialists to offer full Intuit services and solutions.

Skills

Tax prep

CPA/EA/Attorney

PTIN

Circular 230

Onsite work

Bilingual EN/ES

Holistic tax advisory

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to deliver hands-on tax preparation and expert guidance at a local TurboTax location in the United States.

You will support clients in person and virtually, while collaborating with a team of specialists across bookkeeping, payroll, and advisory services to provide an end-to-end Intuit experience. Role emphasizes community outreach, client growth, and delivering an exceptional customer experience, with training and uniforms provided.