TurboTax Local Tax Expert — Onsite & Community Builder

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

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

Job summary

Intuit, Inc. seeks Tax Experts to provide hands-on tax advice and full preparation services at local TurboTax locations. You will work with a team of specialists to deliver end-to-end client experiences, from discovery to filing, while building relationships in the local community.

The role emphasizes on-site service, customer education, and cross-selling Intuit solutions, with opportunities to grow the client base and participate in community events and marketing initiatives.

Qualifications

• Enrolled Agent/CPA/Attorney with strong tax prep experience and knowledge of tax laws.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.

Skills

Enrolled Agent (EA) / CPA / Attorney

Active PTIN

3+ years tax prep with 1040s

Upskilling into other service types

Onsite at TurboTax location

Training and compliance readiness

Uniforms and branding

Community presence / marketing

Bilingual English/Spanish (plus)

Holistic tax advisory experience

Tools

Professional tax preparation software

Job description

Intuit, Inc. seeks Tax Experts to provide hands-on tax advice and full preparation services at local TurboTax locations. You will work with a team of specialists to deliver end-to-end client experiences, from discovery to filing, while building relationships in the local community.

The role emphasizes on-site service, customer education, and cross-selling Intuit solutions, with opportunities to grow the client base and participate in community events and marketing initiatives.