Tax Expert & Community Growth Advisor

Intuit, Inc.

San Marcos (CA)

On-site

USD 37,000 - 56,000

Full time

14 days+

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Benefits offered by this job

401(k) with match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit, Inc. is seeking enthusiastic individuals to join our TurboTax Local Service Expert team in new locations across the United States. This on-site role combines tax expertise with community engagement to help clients achieve positive financial outcomes using TurboTax products.

You will work with a collaborative team to provide full-service tax preparation, personalized guidance, and connect clients with related Intuit services, while building lasting relationships in your local market.

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040s per season.
  • Willing to upskill into additional service types with training.
  • Comfortable working onsite, 20+ hours per week, 8:00–17:00 hours.
  • Willing to complete required training and wear company uniforms.
  • Interest in building local and online presence as a TurboTax Expert.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Grow local client base through outreach and community partnerships.
  • Connect clients to Intuit ecosystem including bookkeeping, payroll, and planning.
  • Build long-term relationships and ensure a seamless client experience.
  • Engage with customers in-person and via video tools to address inquiries.

Skills

EA
CPA
Attorney
PTIN
Tax prep 3+ yrs
Bilingual EN/ES
Onsite role
Team collaboration

Tools

Tax software
CRM tools

Job description

Intuit, Inc. is seeking enthusiastic individuals to join our TurboTax Local Service Expert team in new locations across the United States. This on-site role combines tax expertise with community engagement to help clients achieve positive financial outcomes using TurboTax products.

You will work with a collaborative team to provide full-service tax preparation, personalized guidance, and connect clients with related Intuit services, while building lasting relationships in your local market.

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