Local Tax Advisor & Community Growth Lead

SonicJobs

Davenport (IA)

Sur place

USD 37 000 - 56 000

Plein temps

Il y a 35 heures
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Avantages offerts par ce poste

401(k) Savings Plan with company match
paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
free copy of TurboTax
Marketing support & collaboration with

Résumé du poste

Intuit is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will provide full-service tax preparation, expert advice, and software support, while connecting clients with Intuit's broader ecosystem.

The role emphasizes community engagement, trust, and a hands-on approach to building lasting client relationships. You will drive local growth, host events, and partner with marketing tools to expand the client base, ensuring a best-in-class

Qualifications

  • EA, CPA, or practicing attorney with strong tax prep experience.
  • Active PTIN to file taxes as required by law.
  • Minimum 3 years of paid experience filing 1040 returns with software.
  • Familiarity with Circular 230; willingness to upskill in related services.
  • Onsite work preference; able to work 8:00–17:00 local time, 20+ hours/week.

Responsabilités

  • Provide hands-on tax advice and complete TurboTax client returns, including simple to complex cases.
  • Grow local client base through outreach, events, and partnerships.
  • Partner with bookkeeping, payroll, and advisory teams for holistic support.
  • Deliver an exceptional customer experience with clear, relatable guidance.
  • Educate clients on Intuit ecosystem and cross-sell relevant services.

Connaissances

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Practicing Attorney
PTIN
Tax prep experience
Circular 230
Bilingual English/Spanish (plus)

Outils

TurboTax software
Professional tax prep software
CRM tools

Description du poste

Intuit is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will provide full-service tax preparation, expert advice, and software support, while connecting clients with Intuit's broader ecosystem.

The role emphasizes community engagement, trust, and a hands-on approach to building lasting client relationships. You will drive local growth, host events, and partner with marketing tools to expand the client base, ensuring a best-in-class

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