Onsite Local Tax Advisor

Intuit; Oakland (CA); On-site; USD 37,000 - 56,000; Part time

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

Paid sick time

Job summary

Intuit is looking for dedicated TurboTax Local Service Experts to join their team in a collaborative environment. You will provide expert tax preparation and advice while engaging with the local community to grow TurboTax's client base.

This on-site role emphasizes building long-term relationships with clients and ensuring they receive the best support throughout their tax journey. Ideal candidates will have a strong background in tax preparation and a passion for helping others.

Qualifications

• Minimum 3 years of paid experience preparing 30+ federal and state individual tax returns.
• Active Preparer Tax Identification Number (PTIN) required.
• Willing to complete training and development as required.

Responsibilities

• Provide hands-on tax advice and preparation services.
• Build and grow a local customer base for TurboTax.
• Create an exceptional customer experience.

Skills

Tax preparation

Community engagement

Customer service

Bilingual (English/Spanish)

Education

EA or CPA or Practicing Attorney

Tools

Tax preparation software

CRM tools

Job description

Intuit is looking for dedicated TurboTax Local Service Experts to join their team in a collaborative environment. You will provide expert tax preparation and advice while engaging with the local community to grow TurboTax's client base.

This on-site role emphasizes building long-term relationships with clients and ensuring they receive the best support throughout their tax journey. Ideal candidates will have a strong background in tax preparation and a passion for helping others.