TurboTax Local Tax Advisor & Growth Partner

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. seeks TurboTax - Local Service Experts to perform full-service tax return preparation at a TurboTax location. You will advise clients, handle personal and business tax needs, and collaborate with the broader Intuit ecosystem to deliver end-to-end support.

Role emphasizes local market growth, strong customer relationships, and onsite presence with a flexible, pay-for-performance compensation structure across multiple U.S. locations.

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active PTIN required to file taxes.
• Willing to upskill into additional service types with training.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations.
• Identify deductions, minimize liabilities, maximize refunds, and provide future planning advice.
• Grow the local client base through community outreach and marketing support.

Skills

Enrolled Agent

CPA

Attorney

Job description

Intuit, Inc. seeks TurboTax - Local Service Experts to perform full-service tax return preparation at a TurboTax location. You will advise clients, handle personal and business tax needs, and collaborate with the broader Intuit ecosystem to deliver end-to-end support.

Role emphasizes local market growth, strong customer relationships, and onsite presence with a flexible, pay-for-performance compensation structure across multiple U.S. locations.