Onsite TurboTax Local Tax Expert & Community Builder

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

Benefits offered by this job

401(k) Savings Plan

Sick time (paid)

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to work on-site at a TurboTax location in the United States.

You will provide full-service tax preparation and expert tax advice while connecting clients with a broader team of specialists for comprehensive financial solutions. You will help grow the local TurboTax client base, deliver exceptional customer experiences, and participate in community outreach and events with marketing support from TurboTax.

Qualifications

• Enrolled Agent (EA) or CPA or practicing attorney with strong tax prep experience.
• Active PTIN required to file taxes.
• Up-skill into bookkeeping/payroll/advisory with training provided by Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation services for clients.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem for services like bookkeeping and payroll.

Skills

Tax expertise

Client relationships

On-site service

Bilingual (EN/ES)

Education

EA/CPA/Attorney

Tools

Tax prep software

Job description

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to work on-site at a TurboTax location in the United States.

You will provide full-service tax preparation and expert tax advice while connecting clients with a broader team of specialists for comprehensive financial solutions. You will help grow the local TurboTax client base, deliver exceptional customer experiences, and participate in community outreach and events with marketing support from TurboTax.