Local Tax Advisor & Community Growth Leader

Intuit, Inc.

Chattanooga (TN)

On-site

USD 60,000 - 90,000

Full time

11 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Discounts on Intuit products & free 1x
Access to TurboTax marketing support

Job summary

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to work onsite, delivering professional tax preparation and personalized financial guidance for individuals and small businesses.

You will collaborate with specialists across tax, bookkeeping, payroll, and planning to provide end-to-end service within a local TurboTax location. You will engage with the community, grow your client base, and use TurboTax tools to serve customers with accuracy and care, aiming to improve financial

Qualifications

  • Hands-on tax preparation for TurboTax clients, including complex scenarios.
  • Maintain up-to-date knowledge of tax laws and Circular 230 requirements.
  • Mileage to build local client base and conduct outreach activities.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Be a proactive community ambassador, building local growth and converting prospects into long-term clients.
  • Introduce clients to Intuit ecosystem services such as bookkeeping, payroll, and financial planning.

Skills

Tax preparation experience
Active PTIN
Customer relationship building
Bilingual (EN/ES)

Education

EA/CPA/Attorney credentials

Job description

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to work onsite, delivering professional tax preparation and personalized financial guidance for individuals and small businesses.

You will collaborate with specialists across tax, bookkeeping, payroll, and planning to provide end-to-end service within a local TurboTax location. You will engage with the community, grow your client base, and use TurboTax tools to serve customers with accuracy and care, aiming to improve financial

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