TurboTax Local Service Expert — Tax Advisor & Growth

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

Benefits offered by this job

401(k) Savings Plan with company mirr呼

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products (free Tur

Marketing support

Job summary

Intuit, Inc. is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at our new TurboTax locations across the United States.

You will provide hands-on tax advice and full-service return preparation, acting as a trusted advisor to a broad network of specialists. As a local community ambassador, you will drive growth, engage with clients in person and virtually, and leverage Intuit resources to deliver end-to-end services.

Qualifications

• EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Comfortable working onsite at a TurboTax office location, 8:00 AM–5:00 PM local time, for at least 20 hours per week.
• Must complete all required training and development as determined by the business.
• Willing to wear Intuit uniforms and allow use of name/picture for advertising.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual English/Spanish communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Be a proactive community ambassador to grow the local client base.
• Bridge client needs with the Intuit ecosystem (bookkeeping, payroll, financial planning).
• Build relationships to turn one-time transactions into long-term clients.
• Deliver a best-in-class customer experience across in-person and virtual interactions.

Skills

Enrolled Agent (EA) / CPA / Attorney

PTIN compliance

Tax software proficiency

Tools

TurboTax software

CRM / sales tools

Job description

Intuit, Inc. is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at our new TurboTax locations across the United States.

You will provide hands-on tax advice and full-service return preparation, acting as a trusted advisor to a broad network of specialists. As a local community ambassador, you will drive growth, engage with clients in person and virtually, and leverage Intuit resources to deliver end-to-end services.