Local TurboTax Tax Advisor & Community Builder

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

Benefits offered by this job

401(k) Plan

Employee Stock Purchase Plan

E&O Insurance

Product discounts

Job summary

Intuit, Inc. in the United States seeks a TurboTax Local Service Expert to provide hands-on tax advice, preparation, and software support at a local TurboTax location. You will work with a team of specialists to deliver end-to-end client experiences and help customers navigate personal and business tax scenarios.

You will drive local client growth through outreach, events, and partnerships, leveraging marketing tools to build trust and a thriving community presence for year-round support.

Qualifications

• EA/CPA/Attorney with strong tax preparation experience and knowledge of tax laws.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software; Circular 230 familiarity.
• Willing to upskill into bookkeeping, payroll, advisory with training.
• Must work onsite, 8am-5pm, 20 hours/week, weekdays; hours may scale during tax season.
• Must complete required training and wear Intuit uniforms; may use name/picture for advertising.
• Interest in local community social presence; create tax tips/content.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory beyond filing.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including simple to complex personal and business returns.
• Conduct discovery and tax reviews to uncover deductions and plan for future tax needs.
• Coordinate with specialists to deliver end-to-end Intuit services for clients.
• Engage with local prospects and community groups to grow the TurboTax client base.
• Support marketing initiatives and build a local reputation as a trusted TurboTax expert.
• Deliver accurate tax solutions using government resources and professional tools.
• Assist clients in understanding and planning for year-round tax considerations.
• Maintain compliance and upskill across service types as needed.

Skills

Enrolled Agent

CPA

Practicing Attorney

PTIN holder

Tax preparation

Onsite availability

Training mindset

Uniforms

Bilingual English/Spanish

Tax advisory

Tools

Tax software

CRM tools

Job description

Intuit, Inc. in the United States seeks a TurboTax Local Service Expert to provide hands-on tax advice, preparation, and software support at a local TurboTax location. You will work with a team of specialists to deliver end-to-end client experiences and help customers navigate personal and business tax scenarios.

You will drive local client growth through outreach, events, and partnerships, leveraging marketing tools to build trust and a thriving community presence for year-round support.