Onsite Local Tax Advisor & Growth Partner

Intuit, Inc.; El Cerrito (CA); On-site; USD 32,000 - 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 including

Free TurboTax copy

Job summary

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States.

You will provide hands-on tax preparation and guidance for personal and business taxes, while also building the local client base and fostering relationships with community partners. You will collaborate with specialists across bookkeeping, payroll, and financial planning to deliver end-to-end support, ensuring clients receive comprehensive tax solutions and ongoing

Qualifications

• EA/CPA/Attorney license or active PTIN required.
• Minimum 3 years of paid tax return preparation experience.
• Willing to be onsite at a TurboTax location for 20+ hours per week.
• Experience with personal and business tax returns and deductions optimization.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Identify deductions, maximize refunds, and offer future tax planning advice.
• Grow local client base through outreach and community partnerships.

Skills

Tax preparation

Client advisory

Community outreach

Bilingual (English/Spanish)

Education

EA/CPA/Attorney certification

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States.

You will provide hands-on tax preparation and guidance for personal and business taxes, while also building the local client base and fostering relationships with community partners. You will collaborate with specialists across bookkeeping, payroll, and financial planning to deliver end-to-end support, ensuring clients receive comprehensive tax solutions and ongoing