Tax Advisor & Local Growth Leader

Intuit

South El Monte (CA)

On-site

USD 37,000 - 56,000

Full time

7 days ago
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Benefits offered by this job

401(k) Savings Plan with match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
Free TurboTax copy
Marketing support opportunities

Job summary

Intuit is hiring year‑round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide tax preparation, expert advice, and software support while growing a local client base and collaborating with Intuit’s ecosystem of services.

You will serve as a trusted advisor, helping clients with personal and business taxes, while engaging with the community and leveraging marketing tools to build ongoing relationships and brand awareness.

Qualifications

  • EA/CPA or attorney credentials preferred.
  • 3+ years of paid experience filing 30+ federal/state 1040 returns per tax season.
  • Willing to upskill into bookkeeping, payroll or advisory services.
  • Must be onsite at a TurboTax location in the US and work 20+ hours weekly.
  • Willing to complete training and comply with company requirements.
  • Willing to wear Intuit uniforms and use name/picture for advertising.
  • Interest in building local and online TurboTax presence.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
  • Act as a local community ambassador and grow the client base through outreach and events.
  • Connect clients with Intuit ecosystem solutions like bookkeeping, payroll, and financial planning.
  • Build long-term relationships and ensure a best-in-class customer experience.

Skills

Enrolled Agent (EA)
CPA
Practicing Attorney
PTIN holder
Onsite tax expert
Bilingual (EN/ES) a plus
Holistic tax advisory
Customer relation skills

Tools

Tax preparation software
CRM tools

Job description

Intuit is hiring year‑round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide tax preparation, expert advice, and software support while growing a local client base and collaborating with Intuit’s ecosystem of services.

You will serve as a trusted advisor, helping clients with personal and business taxes, while engaging with the community and leveraging marketing tools to build ongoing relationships and brand awareness.

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