Facilities Manager – Tax Preparation & Year-Round Client Services
Intuit, San Diego, CA, United States
Overview
The Facilities Manager ensures all tax preparation offices are safe, secure, compliant, and fully operational to support both peak tax season filing and off‑season services, including tax planning, prior‑year return reviews, and ongoing client consultations. This role oversees facilities for approximately 50 locations, with a strong emphasis on reliability, confidentiality, and year‑round readiness.
Responsibilities
Facilities Operations & Year‑Round Readiness
Maintain full operational readiness of all offices throughout the year, supporting both peak filing season and off‑season client services
Develop and execute pre‑season, in‑season, and off‑season facilities plans
Ensure HVAC, lighting, electrical, plumbing, signage, and office infrastructure support year‑round occupancy and comfort
Coordinate maintenance and repairs to minimize disruption to scheduled appointments and consultations
Seasonal & Off‑Season Support
Lead tax‑season readiness, including inspections, preventive maintenance, and contingency planning
Support off‑season use of stores for tax planning, amended returns, and prior‑year return reviews
Adjust facilities schedules, layouts, and services to align with fluctuating staffing levels and appointment volumes
Coordinate reduced‑hours operations while maintaining security, cleanliness, and client experience
Compliance, Safety & Confidentiality
Ensure compliance with fire/life safety, ADA, OSHA, and local regulations at all times
Partner with IT and Security teams to maintain physical safeguards for client confidentiality year‑round
Conduct safety inspections and manage corrective actions
Oversee secure storage and handling requirements related to physical records, where applicable
Vendor & Contractor Management
Manage janitorial, HVAC, electrical, security, and emergency repair vendors
Schedule vendor work strategically during off‑season to reduce cost and disruption
Monitor service levels, performance, and contract compliance
Budgeting & Cost Management
Manage annual facilities operating and capital budgets
Optimize costs by leveraging off‑season maintenance, negotiated service windows, and preventive planning
Forecast seasonal and off‑season facilities expenses
Store Support & Cross‑Functional Collaboration
Serve as the primary facilities contact for office managers and field leadership
Partner with Operations, IT, Real Estate, and HR to support year‑round office utilization
Support new office openings, seasonal locations, relocations, and closures
Reporting & Systems
Maintain accurate asset, inspection, and maintenance records
Use CMMS/work order systems to track trends and performance
Provide leadership reporting on readiness, uptime, risks, and cost efficiency
Qualifications
5+ years of multi‑site facilities management experience (retail, office services, or professional services)
Experience supporting seasonal and year‑round client‑facing operations
Strong knowledge of building systems, maintenance practices, and safety regulations
Vendor management and budget ownership experience
Preferred
Experience supporting tax preparation, financial services, or privacy‑sensitive environments
CMMS experience
Facilities certifications (CFM, FMP, or similar)
Compensation
Intuit provides a competitive compensation package with a strong pay for performance approach. The expected base pay range for this position is $167,500–$227,000 in Southern California and $167,500–$227,000 in San Diego.
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The Facilities Manager ensures all tax preparation offices are safe, secure, compliant, and fully operational to support both peak tax season filing and off‑season services, including tax planning, prior‑year return reviews, and ongoing client consultations. This role oversees facilities for approximately 50 locations, with a strong emphasis on reliability, confidentiality, and year‑round readiness.
Responsibilities
Facilities Operations & Year‑Round Readiness
Maintain full operational readiness of all offices throughout the year, supporting both peak filing season and off‑season client services
Develop and execute pre‑season, in‑season, and off‑season facilities plans
Ensure HVAC, lighting, electrical, plumbing, signage, and office infrastructure support year‑round occupancy and comfort
Coordinate maintenance and repairs to minimize disruption to scheduled appointments and consultations
Seasonal & Off‑Season Support
Lead tax‑season readiness, including inspections, preventive maintenance, and contingency planning
Support off‑season use of stores for tax planning, amended returns, and prior‑year return reviews
Adjust facilities schedules, layouts, and services to align with fluctuating staffing levels and appointment volumes
Coordinate reduced‑hours operations while maintaining security, cleanliness, and client experience
Compliance, Safety & Confidentiality
Ensure compliance with fire/life safety, ADA, OSHA, and local regulations at all times
Partner with IT and Security teams to maintain physical safeguards for client confidentiality year‑round
Conduct safety inspections and manage corrective actions
Oversee secure storage and handling requirements related to physical records, where applicable
Vendor & Contractor Management
Manage janitorial, HVAC, electrical, security, and emergency repair vendors
Schedule vendor work strategically during off‑season to reduce cost and disruption
Monitor service levels, performance, and contract compliance
Budgeting & Cost Management
Manage annual facilities operating and capital budgets
Optimize costs by leveraging off‑season maintenance, negotiated service windows, and preventive planning
Forecast seasonal and off‑season facilities expenses
Store Support & Cross‑Functional Collaboration
Serve as the primary facilities contact for office managers and field leadership
Partner with Operations, IT, Real Estate, and HR to support year‑round office utilization
Support new office openings, seasonal locations, relocations, and closures
Reporting & Systems
Maintain accurate asset, inspection, and maintenance records
Use CMMS/work order systems to track trends and performance
Provide leadership reporting on readiness, uptime, risks, and cost efficiency
Qualifications
5+ years of multi‑site facilities management experience (retail, office services, or professional services)
Experience supporting seasonal and year‑round client‑facing operations
Strong knowledge of building systems, maintenance practices, and safety regulations
Vendor management and budget ownership experience
Preferred
Experience supporting tax preparation, financial services, or privacy‑sensitive environments
CMMS experience
Facilities certifications (CFM, FMP, or similar)
Compensation
Intuit provides a competitive compensation package with a strong pay for performance approach. The expected base pay range for this position is $167,500–$227,000 in Southern California and $167,500–$227,000 in San Diego.
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