Tax Advisor & Local Growth Champion

Intuit, Inc.

Alameda (CA)

On-site

USD 32,000 - 56,000

Full time

8 days ago

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Benefits offered by this job

401(k) match
Paid sick leave
ESPP
E&O Insurance
Employee Assistance Program
TurboTax product discounts
Marketing support

Job summary

Intuit is seeking on-site TurboTax Local Service Experts to support tax clients at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support while coordinating with a network of specialists to deliver a seamless end-to-end Intuit experience.

You will help grow the local client base, engage with the community, and build lasting relationships, using TurboTax tools and resources to empower customers toward year-round prosperity.

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience and knowledge of tax laws.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns/season with professional software; Circular 230 familiarity.
  • Open to upskilling into bookkeeping, payroll or advisory services with training.
  • Must be onsite at a TurboTax office, 20 hours/week minimum, 8:00–17:00 hours.

Responsibilities

  • Provide hands-on tax advice and complete returns for TurboTax clients, handling simple to complex scenarios.
  • Assist with personal and business income, deductions, amendments, and future planning.
  • Collaborate with bookkeeping, payroll, and advisory specialists to offer end-to-end service.
  • Grow the local client base through outreach, events, and community partnerships.
  • Deliver a seamless TurboTax experience and connect clients to Intuit resources.

Skills

EA/CPA/Attorney
PTIN
Tax returns (30+)
Upskill to bookkeeping
Onsite 20h/wk
Training & compliance
Brand compliance
Local outreach
Bilingual ENG/ESP
Tax advisory services

Job description

Intuit is seeking on-site TurboTax Local Service Experts to support tax clients at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support while coordinating with a network of specialists to deliver a seamless end-to-end Intuit experience.

You will help grow the local client base, engage with the community, and build lasting relationships, using TurboTax tools and resources to empower customers toward year-round prosperity.

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