Onsite Tax Advisor & Local Growth Consultant

Intuit; Oakland (CA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Plan with company match

Discounts on Intuit products

Job summary

Intuit is seeking skilled TurboTax Local Service Experts to prepare returns, provide tax advice, and support clients in person at a TurboTax location in the United States. You will work closely with a team of specialists to deliver a seamless experience and build a loyal local client base.

The role emphasizes hands-on tax preparation, client education, and cross-service referrals to bookkeeping, payroll, and advisory services.

Qualifications

• Proven tax preparation experience and knowledge of tax laws.
• Active PTIN required to file taxes.
• Willing to upskill into additional service types with training.

Responsibilities

• Provide hands-on tax advice and prepare returns for clients.
• Build local client base through outreach and community engagement.
• Collaborate with specialists in bookkeeping, payroll, and advisory services.
• Deliver end-to-end Intuit experience in meetings with clients and teams.
• Explain tax concepts in clear, personalized language.

Skills

Tax expertise

EA/CPA/Att

PTIN active

3+ years returns

Onsite work

EN/ES bilingual

Tools

TurboTax software

CRM tools

Job description

Intuit is seeking skilled TurboTax Local Service Experts to prepare returns, provide tax advice, and support clients in person at a TurboTax location in the United States. You will work closely with a team of specialists to deliver a seamless experience and build a loyal local client base.

The role emphasizes hands-on tax preparation, client education, and cross-service referrals to bookkeeping, payroll, and advisory services.