Local Tax Advisor & Community Growth Partner

Intuit Careers

Greensburg (Westmoreland County)

Vor Ort

USD 24.000 - 43.000

Teilzeit

14 Tage+

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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 including
free copy of TurboTax
Marketing support and collaboration

Zusammenfassung

Intuit seeks dynamic individuals for on-site TurboTax Local Service Expert roles across the United States. You will provide tax preparation, advice, and software support, while collaborating with specialists in business tax, bookkeeping, payroll, and advisory services to deliver a seamless client experience.

You’ll build your local client base, participate in community events, and use marketing tools to grow the TurboTax footprint.

Qualifikationen

  • EA, CPA, or practicing attorney with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • 3+ years filing 30+ federal/state returns per season using professional software (Circular 230 familiarity).
  • Willing to upskill into additional services (bookkeeping, payroll, advisory).
  • Comfortable working onsite 8:00–17:00 local time, Mon-Fri, at least 20 hours/week.
  • Willing to complete training and wear Intuit uniforms; open to marketing yourself locally.
  • Bilingual English/Spanish is a plus.

Aufgaben

  • Provide hands-on tax expertise and complete preparation for TurboTax clients, handling simple to complex situations.
  • Lead discovery sessions and tax reviews to uncover deductions and plan for future taxes.
  • Grow local client base through outreach, events, and community partnerships.
  • Connect clients with bookkeeping, payroll, planning, or Credit Karma as appropriate.
  • Deliver a best-in-class customer experience in-person and via video tools.

Kenntnisse

Enrolled Agent
CPA
Practicing Attorney
PTIN holder
Tax knowledge

Ausbildung

State licenses/certificates

Tools

Tax preparation software
CRM/sales tools

Jobbeschreibung

Intuit seeks dynamic individuals for on-site TurboTax Local Service Expert roles across the United States. You will provide tax preparation, advice, and software support, while collaborating with specialists in business tax, bookkeeping, payroll, and advisory services to deliver a seamless client experience.

You’ll build your local client base, participate in community events, and use marketing tools to grow the TurboTax footprint.

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