Local Tax Expert & Community Growth Advocate

Intuit

Downey (CA)

On-site

USD 37,000 - 56,000

Full time

5 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products (free Tur

Job summary

Intuit seeks dedicated year-round TurboTax Local Service Experts to perform on-site full-service tax preparation and advisory work at TurboTax locations across the United States. You will serve as a trusted advisor handling personal and business tax needs while partnering with a broader team of specialists.

This role emphasizes local client growth, relationship building, and end-to-end Intuit service delivery, with opportunities to extend services into bookkeeping, payroll, and planning.

Qualifications

  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Willing to upskill into additional service types with training by Intuit.
  • Onsite presence at a TurboTax location; 8:00 AM – 5:00 PM local time; at least 20 hours/week.
  • Must wear Intuit uniforms and may be featured in advertising with consent.
  • Bilingual English/Spanish is a plus; experience in holistic tax advisory valued.

Responsibilities

  • Provide Tax Expertise - hands-on tax advice and preparation for TurboTax clients, handling simple to complex scenarios.
  • Be a Proactive Community Ambassador - grow local client base and engage with community events.
  • Champion the Full Intuit Ecosystem - connect clients with bookkeeping, payroll, financial planning, and Credit Karma as appropriate.
  • Build Relationships - develop long-term trust and ongoing client partnerships.
  • Deliver a Best in Class Customer Experience - ensure professionalism and support across channels.

Skills

Tax expertise
Customer focus
Onsite work
Community outreach
Communication skills

Education

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Attorney (Practicing)

Tools

TurboTax
CRM tools

Job description

Intuit seeks dedicated year-round TurboTax Local Service Experts to perform on-site full-service tax preparation and advisory work at TurboTax locations across the United States. You will serve as a trusted advisor handling personal and business tax needs while partnering with a broader team of specialists.

This role emphasizes local client growth, relationship building, and end-to-end Intuit service delivery, with opportunities to extend services into bookkeeping, payroll, and planning.

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