Local Tax Advisor & Community Growth Lead

Intuit Careers

Louisville (KY)

Vor Ort

USD 34.000 - 54.000

Vollzeit

Vor 7 Tagen
Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

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 (TurboTax
Ongoing collaboration with TurboTax's
Marketing support

Zusammenfassung

Intuit seeks year-round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide full-service tax preparation, expert advice, and software support while connecting clients with our broader team of specialists in bookkeeping, payroll, and advisory services.

You will focus on growing the local client base, delivering end-to-end solutions with a client-centric approach and leveraging Intuit marketing tools to build lasting relationships in the

Qualifikationen

  • EA (Enrolled Agent), CPA, or practicing attorney with strong tax prep experience preferred.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional software.
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
  • Comfortable working onsite at a TurboTax office, 20+ hours/week, 8:00–17:00 local time.
  • Willing to complete required training and development.
  • Willing to wear Intuit uniforms and use name for advertising.
  • Interest in building local and online presence as a TurboTax Expert.
  • English/Spanish bilingual is a plus.
  • Experience in holistic tax advisory beyond filing.

Aufgaben

  • Provide hands-on tax advice and complete preparation for TurboTax clients (personal and business income, deductions, amendments).
  • Lead discovery sessions and tax reviews to uncover deductions and minimize liabilities.
  • Coordinate with specialists for end-to-end Intuit experience in a local market.
  • Grow TurboTax client base through local outreach and events, with marketing support.
  • Deliver excellent customer experience in person and via Intuit tools.
  • Assist clients with year-round financial planning beyond tax filing.

Kenntnisse

EA/CPA/Attorney with tax prep
PTIN active
3+ years preparing 1040s
Upskill in bookkeeping/payroll/adviso
Onsite availability
Training compliance readiness
Uniforms & branding
Community presence
Bilingual EN/ES a plus
Holistic tax advisory

Tools

TurboTax software
CRM tools

Jobbeschreibung

Intuit seeks year-round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide full-service tax preparation, expert advice, and software support while connecting clients with our broader team of specialists in bookkeeping, payroll, and advisory services.

You will focus on growing the local client base, delivering end-to-end solutions with a client-centric approach and leveraging Intuit marketing tools to build lasting relationships in the

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