Onsite Tax Pro & Community Growth Lead

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Access to marketing support and growth

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to deliver hands-on tax preparation and proactive financial guidance at on-site TurboTax locations across the United States.

You will work closely with a team of tax professionals to serve both in-person and virtual clients, educating them on deductions, refunds, and year-round planning. The role emphasizes community outreach, local business development, and cross-selling Intuit services such as bookkeeping and payroll, while maintaining a

Qualifications

• EA, CPA, or Practicing Attorney with strong tax preparation experience and knowledge of tax laws preferred.
• Active PTIN to file taxes is required by law.
• 3+ years of paid experience filing 30+ federal and state returns per season using professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
• Grow local TurboTax client base through community outreach and partnerships.
• Connect clients with Intuit ecosystem solutions (bookkeeping, payroll, financial planning).
• Build long-term relationships and deliver exceptional customer experience across in-person and virtual channels.

Skills

Enrolled Agent (EA)

Certified Public Accountant (CPA)

Practicing Attorney

PTIN holder

Tax preparation experience

Tax laws knowledge

Spanish (bonus)

Willing to upskill

Strong communication

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to deliver hands-on tax preparation and proactive financial guidance at on-site TurboTax locations across the United States.

You will work closely with a team of tax professionals to serve both in-person and virtual clients, educating them on deductions, refunds, and year-round planning. The role emphasizes community outreach, local business development, and cross-selling Intuit services such as bookkeeping and payroll, while maintaining a