Local TurboTax Expert & Community Advisor

Intuit, Inc.; San Ramon (CA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Matching

E&O Insurance provided by Intuit

Discounts on Intuit products

Free copy of TurboTax

Employee Stock Purchase Plan

Job summary

Intuit, Inc. is seeking a TurboTax - Local Service Expert to deliver hands-on tax return preparation and personalized advisory services at a TurboTax location in the United States.

You will collaborate with a team of specialists to deliver end-to-end client solutions, combining tax accuracy with client education and community engagement. The role emphasizes building local client relationships, growing the TurboTax business in the community, and using Intuit tools to provide year-round support.

Qualifications

• Active PTIN required to file taxes.
• 3+ years of paid experience filing 1040 returns with tax software.
• Knowledge of tax laws and advisory services.

Responsibilities

• Prepare tax returns for individuals and businesses, including complex scenarios.
• Provide tax planning advice and optimize deductions.
• Collaborate with specialists in bookkeeping and payroll when needed.
• Engage with local community to grow TurboTax client base.
• Deliver excellent in-person and virtual client experience.

Skills

Tax expertise

PTIN active

Circular 230 knowledge

Onsite work readiness

Bilingual a plus (English/Spanish)

Holistic tax advisory

Client relationship building

Tax software proficiency

Tools

Professional tax software

Job description

Intuit, Inc. is seeking a TurboTax - Local Service Expert to deliver hands-on tax return preparation and personalized advisory services at a TurboTax location in the United States.

You will collaborate with a team of specialists to deliver end-to-end client solutions, combining tax accuracy with client education and community engagement. The role emphasizes building local client relationships, growing the TurboTax business in the community, and using Intuit tools to provide year-round support.