Local Tax Advisor & Community Growth Specialist

Intuit, Inc.; Delafield (WI); Presencial; USD 32.000 - 56.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products including

Descripción de la vacante

Intuit, Inc. seeks on-site TurboTax Local Service Experts to provide hands-on tax preparation and personalized advice at TurboTax locations across the United States.

You will work with a team of specialists to deliver end-to-end tax solutions while growing the local client base and strengthening community ties. The role emphasizes hands-on client meetings, comprehensive financial understanding, and collaboration with bookkeeping, payroll, and advisory services.

Formación

• Active PTIN to file taxes is required.
• Minimum 3 years of paid experience filing 30+ federal/state individual 1040s per season with professional software.
• Willing to upskill into bookkeeping, payroll, or advisory services.

Responsabilidades

• Provide tax expertise and complete preparation for TurboTax clients, including simple to complex scenarios.
• Build local client base through outreach, events, and partnerships.
• Connect clients with Intuit solutions like bookkeeping, payroll, and financial planning.

Conocimientos

Bilingual English/Spanish

Customer-focused

Community engagement

Strong communication

Educación

EA (Enrolled Agent)

CPA (Certified Public Accountant)

Practicing Attorney

Herramientas

Tax preparation software

CRM software

Descripción del empleo

Intuit, Inc. seeks on-site TurboTax Local Service Experts to provide hands-on tax preparation and personalized advice at TurboTax locations across the United States.

You will work with a team of specialists to deliver end-to-end tax solutions while growing the local client base and strengthening community ties. The role emphasizes hands-on client meetings, comprehensive financial understanding, and collaboration with bookkeeping, payroll, and advisory services.