Local Tax Advisor & Community Growth Leader

Intuit, Inc.; San Jose (CA); Vor Ort; USD 37.000 - 56.000; Vollzeit

Benefits dieser Stelle

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax

Marketing support

Zusammenfassung

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location across the United States. You will provide hands-on tax advice, prepare returns, and collaborate with specialists to deliver end-to-end service for clients.

You'll grow the local TurboTax client base, engage with the community, and connect clients to additional Intuit services such as bookkeeping and payroll. This on-site role requires strong communication and a customer-first mindset.

Qualifikationen

• EA (Enrolled Agent), CPA, or attorney with tax prep experience.
• Active PTIN required by law to file taxes.
• 3+ years filing 30+ federal and state individual 1040 tax returns per season with professional software.
• Willing to upskill into bookkeeping, payroll, or advisory services.

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Grow the local TurboTax client base and engage with the community.
• Collaborate with specialists to deliver end-to-end services for clients’ financial needs.
• Connect clients with Intuit ecosystem solutions like bookkeeping and payroll.

Kenntnisse

EA/CPA/Attorney

PTIN

Tax prep

Circular 230

Onsite work

Bilingual EN/ES

Client advisory

Jobbeschreibung

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location across the United States. You will provide hands-on tax advice, prepare returns, and collaborate with specialists to deliver end-to-end service for clients.

You'll grow the local TurboTax client base, engage with the community, and connect clients to additional Intuit services such as bookkeeping and payroll. This on-site role requires strong communication and a customer-first mindset.