Tax Pro & Local Growth Advocate

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

Benefits offered by this job

401(k) with match

Paid sick time

Employee stock purchase plan

E&O insurance

Discounts on TurboTax products

Free TurboTax copy

Job summary

Intuit, Inc. in the United States seeks a TurboTax - Local Service Expert to provide on-site tax preparation and expert guidance to TurboTax clients. You will work with a team of specialists to deliver a seamless, end-to-end Intuit experience in your local community.

You will grow the local client base, build relationships, and help clients achieve favorable financial outcomes while representing Intuit with professionalism and empathy.

Qualifications

• EA/CPA/Attorney certification preferred and active PTIN required.
• 3+ years of paid experience filing 30+ federal/state 1040 returns per tax season with professional software.
• Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, including complex scenarios.
• Grow local TurboTax client base through outreach, events, and partnerships.
• Coordinate with internal experts to deliver end-to-end Intuit services and solutions.

Skills

EA/CPA

PTIN active

Tax prep

Onsite presence

Bilingual EN/ES

Education

EA/CPA/Attorney certification

Tools

Tax preparation software

CRM tools

Job description

Intuit, Inc. in the United States seeks a TurboTax - Local Service Expert to provide on-site tax preparation and expert guidance to TurboTax clients. You will work with a team of specialists to deliver a seamless, end-to-end Intuit experience in your local community.

You will grow the local client base, build relationships, and help clients achieve favorable financial outcomes while representing Intuit with professionalism and empathy.