Local Tax Expert & Community Growth Lead

Intuit

Norwalk (CA)

On-site

USD 77,366,000 - 117,482,000

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
Discounts on Intuit products including
Marketing support opportunities

Job summary

Intuit is seeking TurboTax Local Service Experts to work onsite in a TurboTax location in the United States. You will provide full‑service tax preparation, give expert advice, and connect clients with a broader Intuit ecosystem including bookkeeping and payroll services.

You will also act as a community ambassador, expand the local customer base, and deliver a best‑in‑class client experience using Intuit tools and marketing support.

Qualifications

  • EA, CPA, or attorney with strong tax prep experience and knowledge of tax laws.
  • Active PTIN to file taxes.
  • 3+ years of paid experience filing 30+ federal/state individual 1040 returns per season using professional tax preparation software. Familiarity with Circular 230.
  • Willing to upskill into bookkeeping, payroll, advisory with training provided by Intuit.
  • Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, for a minimum of 20 hours per week.
  • Must be willing to complete all required training and development as determined by the business.
  • Must be willing to wear Intuit provided uniforms and allow use of name/picture for advertising.
  • Interest in building local and online social presence as a TurboTax Expert.
  • Bilingual (English/Spanish) communication skills are a plus.
  • Experience in holistic tax advisory services beyond tax filing.

Responsibilities

  • Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Be a Proactive Community Ambassador - actively grow a local client base and organize events with marketing support.
  • Champion the Full Intuit Ecosystem - connect clients to bookkeeping, payroll, planning, or Credit Karma when helpful.
  • Build Relationships - develop long-term trust and repeat engagements with clients.
  • Deliver a Best in Class Customer Experience - ensure professional, helpful service in person and via digital tools.

Skills

EA
CPA
PTIN
Tax software
Tax advisory
Onsite presence
Bilingual EN/ES
Relationship building
Community outreach

Tools

Tax software

Job description

Intuit is seeking TurboTax Local Service Experts to work onsite in a TurboTax location in the United States. You will provide full‑service tax preparation, give expert advice, and connect clients with a broader Intuit ecosystem including bookkeeping and payroll services.

You will also act as a community ambassador, expand the local customer base, and deliver a best‑in‑class client experience using Intuit tools and marketing support.

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