Tax Advisor & Local Growth Specialist (Onsite)

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance by Intuit

Employee Assistance Program

discounts on Intuit products (Turbo税)

Job summary

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work onsite at a TurboTax location in the United States.

You will deliver hands-on tax preparation, tax advice, and software support while building a local client base and collaborating with a network of Intuit professionals. Responsibilities include advising on personal and business taxes, optimizing deductions, and guiding clients through complex tax situations.

Qualifications

• EA/CPA/attorney with strong tax prep experience.
• Active PTIN required.
• 3+ years filing 30+ federal/state 1040s per season using professional tax prep software.
• Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Lead local growth: outreach, events, and partnerships to build a client base.
• Connect clients with Intuit solutions like bookkeeping, payroll, and financial planning.
• Deliver a best-in-class customer experience and assist with complex tax scenarios.

Skills

Enrolled Agent

CPA

Tax prep

PTIN

1040 prep (30+ per season)

Circular 230

onsite readiness

training willing

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work onsite at a TurboTax location in the United States.

You will deliver hands-on tax preparation, tax advice, and software support while building a local client base and collaborating with a network of Intuit professionals. Responsibilities include advising on personal and business taxes, optimizing deductions, and guiding clients through complex tax situations.