Local Tax Advisor and Community Growth Lead

Intuit, Inc.; Sierra Madre (CA); Vor Ort; USD 32.000 - 56.000; Vollzeit

Benefits dieser Stelle

Cash bonus

Equity rewards

Benefits

Zusammenfassung

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States.

You will deliver full-service tax return preparation, provide expert tax advice, and connect clients with the broader Intuit ecosystem for bookkeeping, payroll, and planning. You will grow the local client base, build trust in the community, and ensure a seamless end-to-end experience.

Qualifikationen

• EA/CPA/Attorney with strong tax preparation experience and knowledge of tax laws.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.
• Familiarity with Circular 230.
• Willing to upskill into bookkeeping, payroll, or advisory services with training.

Aufgaben

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local TurboTax client base through outreach and community events.
• Bridge clients with specialists for comprehensive financial services.
• Build long-term relationships and deliver end-to-end Intuit experiences.
• Deliver a best-in-class customer experience in person and virtually.

Kenntnisse

EA/CPA/Attorney

PTIN active

Tax return prep

Holistic tax advisory

Onsite presence

Bilingual English/Spanish

CRM / sales tools

Local growth outreach

Tools

Tax preparation software

CRM systems

Jobbeschreibung

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States.

You will deliver full-service tax return preparation, provide expert tax advice, and connect clients with the broader Intuit ecosystem for bookkeeping, payroll, and planning. You will grow the local client base, build trust in the community, and ensure a seamless end-to-end experience.