Tax Pro & Local Growth Advisor

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

marketing support

Job summary

Intuit, Inc. is hiring TurboTax Local Service Experts to provide on-site tax advice and full-service preparation at dedicated TurboTax locations nationwide. You will serve both in-person and virtual clients, guiding complex tax scenarios with a client‑centric approach.

This role emphasizes growing the local TurboTax client base, building relationships, and delivering a best‑in‑class experience using Intuit tools and resources. Strong tax experience and on-site availability are essential.

Qualifications

• Must have active PTIN to file taxes and a strong tax preparation background.
• Experience with personal and small business tax scenarios desired.
• Willingness to participate in required training and upskilling.

Responsibilities

• Provide hands-on tax advice and complete tax returns for clients.
• Lead discovery sessions to maximize deductions and refunds.
• Guide clients through future tax planning and compliance.
• Grow local TurboTax client base and build relationships.
• Deliver an exceptional customer experience in person and virtual settings.

Skills

Enrolled Agent / CPA / Attorney

PTIN eligibility

3+ years tax prep experience

Upskilling into additional service

Onsite 8–5, Mon–Fri, 20 hrs/wk

Training/compliance readiness

Uniforms & advertising use

English/Spanish helpful

Holistic tax advisory

Education

Tax-related certifications/education

Tools

Professional tax software

CRM / sales tools

Job description

Intuit, Inc. is hiring TurboTax Local Service Experts to provide on-site tax advice and full-service preparation at dedicated TurboTax locations nationwide. You will serve both in-person and virtual clients, guiding complex tax scenarios with a client‑centric approach.

This role emphasizes growing the local TurboTax client base, building relationships, and delivering a best‑in‑class experience using Intuit tools and resources. Strong tax experience and on-site availability are essential.