TurboTax Local Service Expert: Tax Pro & Community Builder

Intuit; California; On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) matching

E&O Insurance

Employee Stock Purchase Plan

Product discounts (TurboTax)

Job summary

Intuit is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States, delivering full-service tax return preparation and expert tax advice to individuals and small businesses.

You will grow the local client base, build lasting relationships, and connect clients to the Intuit ecosystem for bookkeeping, payroll, planning, and other services, all while delivering an outstanding customer experience.

Qualifications

• EA, CPA, or practicing attorney with tax preparation experience.
• Active PTIN required to file taxes.
• 3+ years of preparing 30+ federal/state returns per season.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem: payroll, bookkeeping, planning.
• Deliver exceptional customer experience in-person and via video tools.
• Work onsite with flexible hours, 20+ hours weekly.

Skills

EA/CPA/Attorney

PTIN on file

3+ years tax prep

Circular 230

Bilingual EN/ES

Tools

Tax preparation software

Job description

Intuit is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States, delivering full-service tax return preparation and expert tax advice to individuals and small businesses.

You will grow the local client base, build lasting relationships, and connect clients to the Intuit ecosystem for bookkeeping, payroll, planning, and other services, all while delivering an outstanding customer experience.