Tax Advisor & Community Growth Specialist

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax

Free TurboTax copy

Marketing opportunities

Job summary

Intuit is hiring TurboTax Local Service Experts to work on-site at a TurboTax location, serving in-person and virtual clients. You will handle full-service tax returns, provide tax advice, and collaborate with a broad team to connect clients with bookkeeping, payroll, and financial planning services.

You will also build local relationships and drive community engagement to expand TurboTax’s client base. Role emphasizes end-to-end client support, personalized guidance, and leveraging Intuit

Qualifications

• EA, CPA, or practicing attorney with strong tax prep experience.
• Active PTIN required to file taxes.
• 3+ years filing 30+ federal/state 1040s using professional software.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Grow the local TurboTax client base through community outreach and events.
• Coordinate with bookkeeping, payroll, and advisory specialists for end-to-end service.
• Deliver a best-in-class customer experience in-person and via video tools.

Skills

Enrolled Agent

CPA

PTIN holder

Tax preparation

Bilingual EN/ES

Onsite work

Tools

CRM software

Job description

Intuit is hiring TurboTax Local Service Experts to work on-site at a TurboTax location, serving in-person and virtual clients. You will handle full-service tax returns, provide tax advice, and collaborate with a broad team to connect clients with bookkeeping, payroll, and financial planning services.

You will also build local relationships and drive community engagement to expand TurboTax’s client base. Role emphasizes end-to-end client support, personalized guidance, and leveraging Intuit