Onsite TurboTax Tax Advisor & Local Growth Partner

Intuit, Inc.; Pico Rivera (CA); Sur place; USD 37 000 - 56 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing collaboration opportunities

Résumé du poste

Intuit, Inc. is hiring TurboTax Local Service Experts to deliver hands-on tax advice and full tax preparation at a TurboTax location.

You will work with a cross‑functional team to serve in‑person and online clients, expanding local clientele and ensuring end‑to‑end Intuit support. The role combines tax expertise with community engagement, growth of the local client base, and collaboration across tax, bookkeeping, payroll, and advisory services, all while delivering a best‑in‑class customer

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, for a minimum of 20 hours per week.
• 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.
• 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

Responsabilités

• 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.
• 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.
• 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.
• 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 video tools.

Connaissances

Tax credentials

PTIN active

Tax return prep

Upskill mindset

Onsite 20h/wk

Training commitment

Uniforms

Community marketing

Bilingual

Tax advisory exp

Description du poste

Intuit, Inc. is hiring TurboTax Local Service Experts to deliver hands-on tax advice and full tax preparation at a TurboTax location.

You will work with a cross‑functional team to serve in‑person and online clients, expanding local clientele and ensuring end‑to‑end Intuit support. The role combines tax expertise with community engagement, growth of the local client base, and collaboration across tax, bookkeeping, payroll, and advisory services, all while delivering a best‑in‑class customer