Local Tax Advisor & Growth Advocate

Intuit Careers; Newnan (GA); Sur place; USD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax

Marketing opportunities

Résumé du poste

Intuit seeks a year-round TurboTax Local Service Expert to advise clients, prepare returns, and grow the local client base onsite at a TurboTax location. You will collaborate with specialists in bookkeeping, payroll, and financial planning to deliver end-to-end service and personalized guidance.

The role emphasizes community engagement, client education, and a high-quality customer experience. You will work with a cross-functional team to meet client needs, participate in local events, and use

Qualifications

• EA/CPA/Practicing Attorney with strong tax preparation experience and tax laws knowledge.
• Active PTIN as required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per tax season using professional software.
• Willing to upskill into bookkeeping, payroll, or advisory services with training.
• Comfortable working onsite at a TurboTax office, 8:00 AM–5:00 PM, 20 hours/week minimum.
• Willing to complete required training and wear provided uniforms; use name for advertising.
• Interest in building local and online presence as a TurboTax Expert.
• Bilingual English/Spanish is a plus; holistic tax advisory experience a plus.

Responsabilités

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations.
• Act as community ambassador, grow local client base through outreach and partnerships.
• Connect clients with Intuit ecosystem offerings like bookkeeping and payroll.
• Build long-term relationships to convert transactions into ongoing engagements.
• Deliver best-in-class customer experience in-person and via video tools.

Connaissances

EA/CPA/Attny

PTIN required

3+ years 1040 prep

Upsell advisory services

Onsite availability 20h/wk

Bilingual EN/ES a plus

Outils

TurboTax software

CRM tools

Description du poste

Intuit seeks a year-round TurboTax Local Service Expert to advise clients, prepare returns, and grow the local client base onsite at a TurboTax location. You will collaborate with specialists in bookkeeping, payroll, and financial planning to deliver end-to-end service and personalized guidance.

The role emphasizes community engagement, client education, and a high-quality customer experience. You will work with a cross-functional team to meet client needs, participate in local events, and use