Tax Expert & Local Growth Advocate

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

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking a TurboTax - Local Service Expert in California to provide hands-on tax advice and complete tax preparation for clients. You will collaborate with specialists across bookkeeping, payroll, and financial planning, ensuring an end-to-end Intuit experience.

The role emphasizes local community growth, in-person service, and ongoing training to expand service offerings while delivering a high-quality customer experience.

Qualifications

• EA/CPA/Attorney with strong tax prep experience.
• Active PTIN required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional tax software.
• Willing to upskill into additional service types with training.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
• Work onsite at a TurboTax office location and collaborate with a broader team of specialists.
• Grow local client base through outreach, events, and partnerships with TurboTax marketing support.

Skills

EA / CPA / Attorney

Active PTIN

3+ years 1040 filings

Upskill to services

Onsite at office

Tools

CRM / sales tools

Job description

Intuit, Inc. is seeking a TurboTax - Local Service Expert in California to provide hands-on tax advice and complete tax preparation for clients. You will collaborate with specialists across bookkeeping, payroll, and financial planning, ensuring an end-to-end Intuit experience.

The role emphasizes local community growth, in-person service, and ongoing training to expand service offerings while delivering a high-quality customer experience.