Local Tax Expert & Community Growth Advisor

Intuit, Inc.; Beloit (WI); On-site; USD 24,000 - 41,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

Discounts on Intuit products

Employee Assistance Program

Job summary

Intuit, Inc. is looking for motivated individuals to join as TurboTax Local Service Experts. This role involves providing hands-on tax preparation services and advice while building relationships with customers in your local community.

You'll work collaboratively with financial experts, engaging with clients both in-person and virtually, to ensure a seamless and supportive Intuit experience. Come be a driving force in helping customers navigate their tax needs!

Qualifications

• Minimum 3 years of experience filing 30+ federal and state 1040 tax returns.
• Must be comfortable with in-person and virtual customer interactions.
• Experience in holistic tax advisory services is a plus.

Responsibilities

• Provide tax expertise for TurboTax clients handling simple to complex situations.
• Build local customer base through outreach and marketing initiatives.
• Deliver exceptional customer experience and financial guidance.

Skills

Tax preparation experience

Customer service skills

Bilingual communication

Entrepreneurial mindset

Education

EA, CPA, or Practicing Attorney

Active PTIN

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is looking for motivated individuals to join as TurboTax Local Service Experts. This role involves providing hands-on tax preparation services and advice while building relationships with customers in your local community.

You'll work collaboratively with financial experts, engaging with clients both in-person and virtually, to ensure a seamless and supportive Intuit experience. Come be a driving force in helping customers navigate their tax needs!