Onsite Local Tax Service Expert & Community Advisor

Intuit, Inc.; San Leandro (CA); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products including

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

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

You will provide full-service tax return preparation, expert advice, and software support, while coordinating with specialists to deliver an end-to-end Intuit experience. You’ll grow the local TurboTax client base, engage with the community, and help customers navigate complex tax situations.

Qualifications

• 3+ years of paid 1040 returns per season using professional tax software.
• Active PTIN required to file taxes by law.
• Onsite work at a TurboTax location in the U.S.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Collaborate with specialists in bookkeeping, payroll, and advisory services to deliver end-to-end solutions.
• Build local client base through outreach and community engagement.

Skills

EA

CPA

Practicing Attorney

PTIN active

3+ years tax returns

Upsell bookkeeping/payroll

Onsite 20 hours/week

Bilingual English/Spanish

Holistic tax advisory

Job description

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

You will provide full-service tax return preparation, expert advice, and software support, while coordinating with specialists to deliver an end-to-end Intuit experience. You’ll grow the local TurboTax client base, engage with the community, and help customers navigate complex tax situations.