Tax Expert - Local Branch (Pleasanton)

Intuit; Fremont (CA); On-site; USD 37,000 - 56,000; Part time

Benefits offered by this job

401(k) match

Paid sick leave

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax product discounts

Marketing collaboration

Job summary

Intuit is seeking Tax Expert - Local Service Experts to prepare taxes on-site at a TurboTax location, advise clients, and support the full Intuit ecosystem. You will engage with local residents, manage straightforward to complex tax scenarios, and collaborate with specialists to deliver end-to-end service.

You will participate in community outreach, grow the local client base, and provide exceptional customer experiences while aligning with Intuit’s mission to empower prosperity.

Qualifications

• EA (Enrolled Agent) or CPA with tax prep experience.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.
• Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
• Must work onsite at a TurboTax office, primarily 8:00 AM–5:00 PM local time, 20+ hours/week.

Responsibilities

• Provide tax expertise and complete preparation for TurboTax clients, handling simple to complex situations.
• Deliver tax planning advice and software support.
• Collaborate with team covering bookkeeping, payroll, and advisory services.
• Grow TurboTax client base and build long-term relationships in the local community.
• Deliver a best-in-class customer experience in-person and via digital tools.

Skills

EA

CPA

Attorney

PTIN

Tax prep

Job description

Tax Expert - Local Tax Office (PLEASANTON)

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Local Service Experts in one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

About the Role: In this role, you will work on-site from a TurboTax location as part of a collaborative team of financial experts, serving in-person and virtual customers who use Intuit TurboTax products.

Your primary focus will be full-service tax return preparation, providing expert tax advice, calculations, and software support. You will also be the connective tissue between customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. This is not a hand-off model; you will participate in the same customer meetings, absorb the same context, and work in lock-step with the right experts to deliver a seamless, end-to-end Intuit experience.

As a trusted guide, you will connect with customers on a personal level, helping with straightforward W‑2 filings, major life events such as marriage or new children, and complex scenarios involving business income, investments, or amendments. Your role extends to growing TurboTax’s client base within the local community, establishing long‑term relationships, and driving customer loyalty—leveraging TurboTax marketing support and software to build a thriving business that fosters prosperity for both you and your community. This role is nonexempt and requires onsite presence at a TurboTax location in the United States.

What You’ll Do:

• Provide Tax Expertise – give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax‑planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

• Be a Proactive Community Ambassador – embody a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. Identify and pursue prospects through targeted outreach, grass‑roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long‑term clients. Organize and lead local events such as financial literacy workshops, community pop‑ups, and networking gatherings with support of TurboTax marketing tools and resources to create consistent opportunities for engagement and brand awareness.

• Champion the Full Intuit Ecosystem – act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with Intuit solutions best positioned to move them forward. Identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit’s resources behind them for year‑round support.

• Build Relationships – connect with people, demonstrate understanding and sensitivity to their financial concerns, and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.

• Deliver a Best in Class Customer Experience – create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in-person and through Intuit’s state‑of‑the‑art video communication tools; address client inquiries while helping them overcome tax‑related challenges.

What You Get:

• 401(k) Savings Plan with company matching
• Paid sick time
• Employee Stock Purchase Plan
• E&O Insurance provided by Intuit
• Employee Assistance Program
• Discounts on Intuit products, including a free copy of TurboTax
• Ongoing collaboration opportunities with TurboTax’s network of growth‑minded professionals and marketing support

Key Qualifications:

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software; familiarity with Circular 230.
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit.
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during tax season.
• Must be willing and able to complete all required training and development as determined by the business, including compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change.
• Must be willing to wear Intuit‑provided uniforms and to use name, picture for advertising on Google.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Additional Requirements:

• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay‑for‑performance rewards approach. The expected base pay range for this position is:

• California (Bay Area): $27.00 - $41.00
• Southern California: $27.00 - $41.00
• Hawaii: $27.00 - $41.00
• Maine: $23.50 - $35.00
• Maryland: $26.00 - $39.00
• Massachusetts: $29.50 - $34.47
• New Jersey: $27.00 - $41.00
• New York: $27.00 - $41.00
• Ohio: $23.50 - $35.00
• Vermont: $26.00 - $39.00
• Washington: $27.00 - $41.00
• Washington, DC: $26.00 - $39.00

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job‑related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.