Onsite Local Tax Expert & Community Growth Advocate

Intuit

San Gabriel (CA)

On-site

USD 56,000 - 85,000

Full time

14 days+

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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products and free

Job summary

Intuit is seeking Tax Experts to provide hands-on tax preparation and advisory services at TurboTax locations across the United States. You will connect clients to Intuit's full ecosystem, from bookkeeping to financial planning, while growing a local client base and delivering an exceptional customer experience.

The role emphasizes on-site work, community engagement, and building long-term relationships with clients in a TurboTax office environment.

Qualifications

  • EA, CPA, or practicing attorney with tax preparation experience.
  • Active PTIN required by law to file taxes.
  • Minimum 3 years filing 1040 returns using professional software.
  • Willing to upskill into bookkeeping, payroll, or advisory services.
  • Onsite at a TurboTax office 20+ hours weekly, 8:00–17:00 local time.
  • Willing to complete training and wear uniforms.

Responsibilities

  • Provide hands-on tax advice and prepare returns for TurboTax clients.
  • Grow local client base through outreach and events with marketing support.
  • Connect clients with Intuit ecosystem services (bookkeeping, payroll, planning).
  • Build relationships and deliver an exceptional customer experience.
  • Represent TurboTax as a local ambassador in the community.

Skills

EA (Enrolled Agent)
CPA
Practicing Attorney

Education

PTIN active

Tools

Tax preparation software
CRM tools

Job description

Intuit is seeking Tax Experts to provide hands-on tax preparation and advisory services at TurboTax locations across the United States. You will connect clients to Intuit's full ecosystem, from bookkeeping to financial planning, while growing a local client base and delivering an exceptional customer experience.

The role emphasizes on-site work, community engagement, and building long-term relationships with clients in a TurboTax office environment.

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