Local TurboTax Tax Advisor and Community Builder

Intuit, Inc.

Danville (CA)

On-site

USD 32,000 - 56,000

Full time

8 days ago

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Benefits offered by this job

401(k) matching
Employee Stock Purchase Plan
Discounts on Intuit products
Marketing support & growth network
Paid sick time

Job summary

Intuit, Inc. is seeking highly motivated TurboTax Local Service Experts to work onsite at a TurboTax location, delivering full-service tax preparation, tailored advice, and on‑site customer support.

You will collaborate with specialists across business tax, bookkeeping, payroll, and advisory services to deliver end-to-end client solutions. You will engage with local communities, build long-term client relationships, and leverage TurboTax marketing tools to grow the client base while ensuring a

Qualifications

  • EA (Enrolled Agent), CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN required to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal/state individual returns per season using professional software.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Must be comfortable working onsite at a TurboTax office for a minimum of 20 hours/week.
  • Must complete all training and development as required by the business.
  • Must wear Intuit uniforms and participate in advertising use of your name/photo.
  • Interest in building a local and online presence as a TurboTax Expert.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax scenarios.
  • Be a proactive community ambassador to grow local client base through outreach and events.
  • Connect clients with Intuit ecosystem solutions like bookkeeping, payroll, or financial planning.
  • Deliver exceptional customer experience and ongoing support for year-round client needs.

Skills

EA/CPA/Practicing Attorney
PTIN active
3+ years tax returns
Upskilling in services
Onsite presence 20 hours
Training and development
Bilingual (English/Spanish)
CRM/sales tools

Job description

Intuit, Inc. is seeking highly motivated TurboTax Local Service Experts to work onsite at a TurboTax location, delivering full-service tax preparation, tailored advice, and on‑site customer support.

You will collaborate with specialists across business tax, bookkeeping, payroll, and advisory services to deliver end-to-end client solutions. You will engage with local communities, build long-term client relationships, and leverage TurboTax marketing tools to grow the client base while ensuring a

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