Tax Pro & Local Growth Advisor (Onsite)

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

Benefits offered by this job

401(k) matching

Employee Stock Purchase Plan

Discounts on Intuit products

E&O Insurance provided by Intuit

Job summary

Intuit, Inc. is hiring TurboTax - Local Service Experts to provide expert tax preparation and guidance at a local TurboTax location.

You will work onsite with a team of financial professionals, serving clients in person and virtually, and growing the local client base through outreach and events. The role emphasizes end-to-end client care, connecting customers with bookkeeping, payroll, and advisory services within the Intuit ecosystem.

Qualifications

• Tax expertise and ability to advise on personal and business returns.
• Willingness to grow into bookkeeping, payroll, and advisory services.
• Experience with professional tax preparation software and Circular 230 familiarity.

Responsibilities

• Provide hands-on tax advice and complete tax preparation for TurboTax clients.
• Act as a local community ambassador to grow the client base and foster loyalty.
• Coordinate with Intuit ecosystem partners to offer comprehensive solutions.

Skills

Customer service

Tax advisory

Community outreach

Bilingual (English/Spanish)

Education

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. is hiring TurboTax - Local Service Experts to provide expert tax preparation and guidance at a local TurboTax location.

You will work onsite with a team of financial professionals, serving clients in person and virtually, and growing the local client base through outreach and events. The role emphasizes end-to-end client care, connecting customers with bookkeeping, payroll, and advisory services within the Intuit ecosystem.