Onsite TurboTax Local Service Tax Advisor

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

Benefits offered by this job

401(k) matching

Employee stock purchase plan

E&O insurance

TurboTax free copy

Marketing support

Discounts on Intuit products

Job summary

Intuit, Inc. in the United States seeks a TurboTax Local Service Expert to deliver hands-on tax advice and end-to-end tax prep within a TurboTax location. You’ll work with a team of specialists to serve in-person and virtual clients, growing the local client base and driving year-round engagement.

You’ll connect clients to the Intuit ecosystem, including bookkeeping, payroll, financial planning, and other services, while delivering a best-in-class customer experience.

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Responsibilities

• Provide hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Embod a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax.
• As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass‑roots marketing initiatives, referral networks, and community partnerships.
• Serve as the local face of TurboTax, converting new prospects into loyal, long‑term clients. Organize and lead local events such as financial literacy workshops, community pop‑ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness.
• Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward.
• As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs.
• Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year‑round support.
• Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools. Address client inquiries while helping them overcome tax‑related challenges.

Skills

Enrolled Agent (EA)

CPA

Practicing Attorney

PTIN holder

Tax preparation experience

In-person client service

Job description

Intuit, Inc. in the United States seeks a TurboTax Local Service Expert to deliver hands-on tax advice and end-to-end tax prep within a TurboTax location. You’ll work with a team of specialists to serve in-person and virtual clients, growing the local client base and driving year-round engagement.

You’ll connect clients to the Intuit ecosystem, including bookkeeping, payroll, financial planning, and other services, while delivering a best-in-class customer experience.