Local Tax Advisor & Client Growth Specialist

Intuit; Cerritos (CA); In loco; USD 56.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company matching

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products + freeTur

Marketing support for growth

Descrizione del lavoro

Intuit is hiring TurboTax Local Service Experts to deliver on-site tax services and expert guidance at local TurboTax offices. You will handle personal and business tax scenarios, learn the full Intuit ecosystem, and grow a local client base through outreach and partnerships.

You’ll collaborate with specialists, stay compliant, and build long-lasting relationships in your community. This role emphasizes hands-on tax prep, customer service, and local marketing activities in a dynamic field.

Competenze

• EA/CPA or attorney with strong tax preparation experience or equivalent.
• Active PTIN required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional software.

Mansioni

• Provide hands-on tax advice and prepare returns for TurboTax clients, including complex situations.
• Grow local TurboTax client base through outreach, events, and partnerships.
• Connect clients with Intuit ecosystem solutions like bookkeeping, payroll, and financial planning.

Conoscenze

EA/CPA or attorney

PTIN active

3+ yrs tax returns

Upskilling ready

onsite 20 hrs/wk

EN/ES bilingual (plus)

Strumenti

Tax software proficiency

CRM tools

Descrizione del lavoro

Intuit is hiring TurboTax Local Service Experts to deliver on-site tax services and expert guidance at local TurboTax offices. You will handle personal and business tax scenarios, learn the full Intuit ecosystem, and grow a local client base through outreach and partnerships.

You’ll collaborate with specialists, stay compliant, and build long-lasting relationships in your community. This role emphasizes hands-on tax prep, customer service, and local marketing activities in a dynamic field.