Local Tax Advisor & Community Growth Lead

Intuit, Inc.; Vallejo (CA); Sur place; USD 37 000 - 56 000; Plein temps

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 and collaboration

Résumé du poste

Intuit seeks motivated individuals to join our TurboTax Local Service Expert team. You will provide hands-on tax preparation, expert advice, and software support in a TurboTax location, serving in-person and virtual clients.

You will grow the local client base and connect customers to Intuit’s ecosystem of services, including bookkeeping, payroll, and financial planning, to create year-round value for clients and the community.

Qualifications

• Active PTIN to file taxes (as required by law).
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Willing to work onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, for at least 20 hours per week.
• Willing to complete all required training and development as determined by the business.
• Willing to wear Intuit-provided uniforms and be used for advertising.
• Interest in building a local and online social presence as a TurboTax Expert.
• Experience in holistic tax advisory services beyond tax filing.

Responsabilités

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Drive local growth by identifying prospects, organizing events, and building a local client base.
• Connect clients with Intuit ecosystem offerings like bookkeeping, payroll, and financial planning.
• Deliver exceptional customer experience with professionalism and empathy.

Connaissances

Tax preparation

Onsite work

Bilingual English/Spanish

Formation

EA/CPA/Practicing Attorney license

Description du poste

Intuit seeks motivated individuals to join our TurboTax Local Service Expert team. You will provide hands-on tax preparation, expert advice, and software support in a TurboTax location, serving in-person and virtual clients.

You will grow the local client base and connect customers to Intuit’s ecosystem of services, including bookkeeping, payroll, and financial planning, to create year-round value for clients and the community.