Local TurboTax Tax Advisor & Community Builder

Intuit; Bakersfield (CA); On-site; USD 56,000 - 86,000; Full time

Benefits offered by this job

401(k) Savings Plan

Discounts on Intuit products

Job summary

Intuit, a leader in financial software, seeks a TurboTax - Local Service Expert to provide in-person tax preparation and expert advisory services at a local TurboTax location. You will engage with clients, perform comprehensive tax planning, and connect customers with Intuit’s suite of services including bookkeeping, payroll, and advisory offerings.

The role emphasizes building lasting client relationships, growing the local customer base, and delivering exceptional customer experiences both

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including personal and business tax scenarios.
• Grow TurboTax client base through local community outreach and events, leveraging marketing tools and resources.
• Coordinate with specialists across bookkeeping, payroll, and advisory services to deliver end-to-end Intuit experiences.

Skills

Tax preparation

Onsite client service

Bilingual English/Spanish

Job description

Intuit, a leader in financial software, seeks a TurboTax - Local Service Expert to provide in-person tax preparation and expert advisory services at a local TurboTax location. You will engage with clients, perform comprehensive tax planning, and connect customers with Intuit’s suite of services including bookkeeping, payroll, and advisory offerings.

The role emphasizes building lasting client relationships, growing the local customer base, and delivering exceptional customer experiences both