Tax Expert & Local Growth Leader (Onsite)

Intuit; Long Beach (CA); On-site; USD 3,168,000 - 5,648,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products

Employee Stock Purchase Plan

Job summary

Intuit is seeking TurboTax Local Service Experts to provide on-site tax preparation and advisory services at our new TurboTax locations across the United States. You will work with clients face-to-face and virtually, guiding them through personal and small business taxes with a holistic approach.

You’ll collaborate with a team of specialists covering bookkeeping, payroll, financial planning, and other Intuit services, growing the local TurboTax client base, building relationships, and delivering

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 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development.
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• 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

Responsibilities

• 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).
• Be a Proactive Community Ambassador - actively build and grow a new local customer base for TurboTax.
• Champion the Full Intuit Ecosystem - connect clients to bookkeeping, payroll, financial planning, or Credit Karma as appropriate.
• Build Relationships - develop long‑term trust and repeat business with clients.
• Deliver a Best in Class Customer Experience - ensure professional service and modern client interactions across channels.

Skills

Enrolled Agent (EA)

CPA

Practicing Attorney

PTIN

Bilingual English/Spanish (plus)

Excellent communication

Customer service

Holistic tax advisory

Job description

Intuit is seeking TurboTax Local Service Experts to provide on-site tax preparation and advisory services at our new TurboTax locations across the United States. You will work with clients face-to-face and virtually, guiding them through personal and small business taxes with a holistic approach.

You’ll collaborate with a team of specialists covering bookkeeping, payroll, financial planning, and other Intuit services, growing the local TurboTax client base, building relationships, and delivering