Local Tax Expert & Community Growth Partner

Intuit Inc.; Bakersfield (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

Product discounts

Job summary

Intuit Inc. in the United States seeks TurboTax Local Service Experts to provide hands-on tax preparation, expert advice, and software support at local TurboTax locations.

You will work with a team of specialists to deliver end-to-end solutions and grow the local client base through community engagement. You will serve as a trusted advisor, helping clients with personal and business tax needs, while leveraging Intuit resources for year-round support.

Qualifications

• EA, CPA, or practicing attorney with strong tax preparation experience.
• Active PTIN as required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Must be onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, for at least 20 hours per week.
• Must complete all required training and development as determined by the business, including compliance training and up-skilling.
• Must wear Intuit uniforms and be comfortable using your name/picture for advertising.
• 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 customer base and lead events with marketing support.
• Champion the Full Intuit Ecosystem - connect clients with bookkeeping, payroll, financial planning, or Credit Karma.
• Build Relationships - turn one-time transactions into long-term client relationships.
• Deliver a Best in Class Customer Experience - ensure professional, helpful service in person and via video tools.

Skills

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

Tax preparation software

Job description

Intuit Inc. in the United States seeks TurboTax Local Service Experts to provide hands-on tax preparation, expert advice, and software support at local TurboTax locations.

You will work with a team of specialists to deliver end-to-end solutions and grow the local client base through community engagement. You will serve as a trusted advisor, helping clients with personal and business tax needs, while leveraging Intuit resources for year-round support.