Local Tax Expert & Community Growth Leader

Intuit, Inc.

Escondido (CA)

On-site

USD 32,000 - 56,000

Full time

5 days ago
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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Product discounts (TurboTax)

Job summary

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide hands-on tax preparation and expert advice at on-site TurboTax locations across the United States.

You will partner with specialists to deliver end-to-end tax solutions and actively grow your local client base with community engagement. You’ll work in a collaborative environment, assisting both individual and business clients, and leverage Intuit resources to expand services beyond tax filing while maintaining a high standard

Qualifications

  • EA (Enrolled Agent) or CPA with tax preparation experience.
  • Active PTIN required to file taxes.
  • Minimum 3+ years of paid experience filing 30+ federal/state returns.
  • Willing to upskill into additional service types with training.
  • Onsite work at a TurboTax location 20+ hours/week, 8:00–17:00 local time.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, from simple to complex scenarios.
  • Act as a community ambassador and drive local client growth and referrals.
  • Connect clients with the Intuit ecosystem, including bookkeeping, payroll, and financial planning services.
  • Build long-term relationships and deliver a best-in-class customer experience.
  • Engage with customers in-person and via TurboTax marketing tools.

Skills

Enrolled Agent
CPA
Bilingual (English/Spanish)
Customer service
Communication skills

Education

Enrolled Agent license
CPA license
Attorney license (optional)

Tools

TurboTax software
CRM systems
Tax preparation software

Job description

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide hands-on tax preparation and expert advice at on-site TurboTax locations across the United States.

You will partner with specialists to deliver end-to-end tax solutions and actively grow your local client base with community engagement. You’ll work in a collaborative environment, assisting both individual and business clients, and leverage Intuit resources to expand services beyond tax filing while maintaining a high standard

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