Onsite Tax Advisor & Community Growth Lead

Intuit, Inc.; Encinitas (CA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. is seeking energetic individuals to join as TurboTax Local Service Experts at on-site TurboTax locations across the United States.

You will deliver full-service tax preparation, offer expert tax advice, and connect clients with broader Intuit services like bookkeeping, payroll, and planning. You’ll build lasting relationships in your community while driving local growth and delivering an exceptional customer experience.

Qualifications

• Enrolled Agent (EA), CPA, or Practicing Attorney with strong tax prep experience preferred.
• Active PTIN required to file taxes.
• Minimum 3 years of experience filing 1040s using professional software; familiar with Circular 230.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for TurboTax clients, handling personal and business returns.
• Grow the local TurboTax client base through outreach, events, and partnerships.
• Coordinate with a team of specialists to deliver end-to-end tax solutions.

Skills

Tax expertise

Client communication

Community outreach

Bilingual (EN/ES)

Education

EA/CPA/Attorney

PTIN

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. is seeking energetic individuals to join as TurboTax Local Service Experts at on-site TurboTax locations across the United States.

You will deliver full-service tax preparation, offer expert tax advice, and connect clients with broader Intuit services like bookkeeping, payroll, and planning. You’ll build lasting relationships in your community while driving local growth and delivering an exceptional customer experience.