Local TurboTax Tax Expert & Community Advisor

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

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products (free Tur

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at a TurboTax location in the United States.

You will work with customers in person and remotely, delivering end-to-end tax solutions and advising on related services within the Intuit ecosystem. The role emphasizes building local relationships, growing the client base, and delivering a best-in-class customer experience with access to marketing tools and resources from

Qualifications

• EA/CPA/Attorney with tax preparation experience preferred.
• Active PTIN to file taxes as required by law.
• 3+ years of paid tax return preparation experience with 1040 filings.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local TurboTax client base through community outreach and partnerships.
• Coordinate with Intuit ecosystem (bookkeeping, payroll, planning) for client needs.

Skills

Tax expertise

Customer service

Community engagement

Onsite collaboration

Bilingual communication

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

TurboTax software

CRM systems

Job description

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at a TurboTax location in the United States.

You will work with customers in person and remotely, delivering end-to-end tax solutions and advising on related services within the Intuit ecosystem. The role emphasizes building local relationships, growing the client base, and delivering a best-in-class customer experience with access to marketing tools and resources from