Local Tax Advisor & Community Growth Pro

Intuit, Inc.

Leawood (KS)

Sur place

USD 32 000 - 56 000

Plein temps

Il y a 4 jours
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Avantages offerts par ce poste

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products, TurboTax
Marketing & growth opportunities

Résumé du poste

Intuit, Inc. seeks TurboTax Local Service Experts to perform on-site tax preparation and advisory services at TurboTax locations across the United States.

You will work closely with a team of financial professionals to deliver end-to-end, personalized tax solutions and build lasting client relationships in your local community. Responsibilities include hands-on tax preparation for personal and business income, plus advisory services, with opportunities to grow the client base through outreach

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience and knowledge of tax laws preferred.
  • Active PTIN required by law to file taxes.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional software.
  • Familiarity with Circular 230.
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
  • Must be capable of onsite work at a TurboTax office, 8:00 AM–5:00 PM, Mon–Fri, ~20 hrs/week.
  • Must complete training/development per business needs; uniforms and branding participation expected.
  • Interest in building a local and online TurboTax presence; content creation per Intuit policies.
  • Bilingual English/Spanish a plus; experience in holistic tax advisory is valued.

Responsabilités

  • Provide hands-on tax advice and complete preparation services for TurboTax clients across simple to complex tax situations.
  • Drive local growth by identifying prospects through outreach, events, and community partnerships.
  • Connect clients with Intuit solutions beyond tax filing (bookkeeping, payroll, financial planning).
  • Build long-term relationships with clients to foster loyalty and repeat engagements.
  • Deliver an exceptional customer experience, guiding clients toward tax goals and future planning.

Connaissances

Enrolled Agent (EA) / CPA / Attorney
PTIN possession
Tax return prep (3+ yrs)
Circular 230 familiarity
Upskill into bookkeeping/payroll
Onsite work eligibility
Uniforms & branding participation
Bilingual (EN/ES) a plus
Holistic tax advisory

Description du poste

Intuit, Inc. seeks TurboTax Local Service Experts to perform on-site tax preparation and advisory services at TurboTax locations across the United States.

You will work closely with a team of financial professionals to deliver end-to-end, personalized tax solutions and build lasting client relationships in your local community. Responsibilities include hands-on tax preparation for personal and business income, plus advisory services, with opportunities to grow the client base through outreach

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