Local TurboTax Tax Expert & Community Builder

Intuit

Los Gatos (CA)

On-site

USD 36,000 - 56,000

Full time

2 days ago
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Benefits offered by this job

401(k) with company matching
Discounts on Intuit products
Free TurboTax copy

Job summary

Intuit is hiring year‑round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will perform full‑service tax preparation, provide tax advice, and leverage Intuit resources to grow a local client base while coordinating with specialists across bookkeeping, payroll, and planning.

Role emphasizes in‑person and virtual client interactions, a strong customer‑focus, and a proactive community presence.

Qualifications

  • 3+ years of paid experience filing 30+ federal and state 1040 returns per tax season using professional tax software.
  • Active PTIN required by law to file taxes.
  • Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
  • Must be onsite at a TurboTax office, 8:00 AM–5:00 PM local time, 20 hours minimum per week.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients across personal and business tax scenarios.
  • Facilitate tax reviews to uncover deductions, minimize tax liabilities, and provide future tax planning guidance.
  • Grow local client base through outreach, events, and partnerships with TurboTax marketing support.
  • Connect clients with bookkeeping, payroll, and advisory services within the Intuit ecosystem.
  • Deliver exceptional client experiences in person and via Intuit tools.

Skills

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Practicing attorney
PTIN awareness
Tax preparation experience
Onsite work readiness
Bilingual English/Spanish (plus)

Education

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Practicing attorney

Tools

Tax preparation software
CRM software

Job description

Intuit is hiring year‑round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will perform full‑service tax preparation, provide tax advice, and leverage Intuit resources to grow a local client base while coordinating with specialists across bookkeeping, payroll, and planning.

Role emphasizes in‑person and virtual client interactions, a strong customer‑focus, and a proactive community presence.

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