Onsite Tax Advisor & Community Growth Partner

Intuit, Inc.

La Cañada Flintridge (CA)

On-site

USD 37,000 - 56,000

Full time

9 days ago

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Benefits offered by this job

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

Job summary

Intuit, Inc. seeks energized TurboTax Local Service Experts to provide in-person tax preparation and expert guidance at a TurboTax location in the United States.

You’ll work with a team of tax professionals, helping clients understand complex financial situations and leveraging Intuit resources for end-to-end support. Role emphasizes local community engagement, referrals, and collaborative care with specialists in bookkeeping, payroll, and financial planning.

Qualifications

  • EA or CPA or practicing attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season with tax software.
  • Willing to upskill into additional service types with training.
  • Comfortable working onsite at a TurboTax office during standard hours.
  • Must wear provided uniform and participate in advertising with your name/picture.
  • Interest in building local/online presence as a TurboTax Expert.
  • Bilingual (English/Spanish) a plus.
  • Experience in holistic tax advisory beyond filing.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
  • Build and grow a local client base via outreach, events, and partnerships.
  • Connect clients with Intuit ecosystem solutions like bookkeeping and payroll.
  • Deliver a best-in-class customer experience in person and via digital tools.
  • Collaborate with specialists to ensure end-to-end service and client outcomes.

Skills

Enrolled Agent
CPA
Practicing Attorney
PTIN
Tax prep experience
3+ years returns
Bilingual EN/ES
Onsite presence
Training willingness
Holistic tax advisory

Job description

Intuit, Inc. seeks energized TurboTax Local Service Experts to provide in-person tax preparation and expert guidance at a TurboTax location in the United States.

You’ll work with a team of tax professionals, helping clients understand complex financial situations and leveraging Intuit resources for end-to-end support. Role emphasizes local community engagement, referrals, and collaborative care with specialists in bookkeeping, payroll, and financial planning.

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