Local Tax Expert & Community Growth Advisor

SonicJobs; Columbus (GA); Vor Ort; USD 49.000 - 73.000; Vollzeit

Benefits dieser Stelle

401(k) match

Paid sick time

Employee stock purchase plan

E&O Insurance

Employee assistance program

TurboTax discounts

Zusammenfassung

SonicJobs, recruiting for Intuit, is seeking TurboTax Local Service Experts to provide hands-on tax preparation and expert guidance at a TurboTax location in the United States. You will connect clients with Intuit resources and build long-term relationships while delivering exceptional service in person and virtually.

The role emphasizes community outreach, cross-selling services like bookkeeping and payroll, and staying compliant with tax regulations while supporting customers through complex

Qualifikationen

• EA/CPA/Attorney with tax preparation experience preferred.
• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal/state Form 1040s per season using professional software.

Aufgaben

• Provide hands-on tax preparation and expert tax advice for TurboTax clients.
• Act as a local community ambassador to grow TurboTax client base.
• Connect clients with the Intuit ecosystem (bookkeeping, payroll, planning).
• Build relationships to convert prospects to long-term clients.
• Deliver a best-in-class customer experience across in-person and virtual interactions.

Kenntnisse

Tax preparation

Tax advice

Onsite work

Customer service

Ausbildung

EA/CPA/Attorney

Tools

Tax software

CRM tools

Jobbeschreibung

SonicJobs, recruiting for Intuit, is seeking TurboTax Local Service Experts to provide hands-on tax preparation and expert guidance at a TurboTax location in the United States. You will connect clients with Intuit resources and build long-term relationships while delivering exceptional service in person and virtually.

The role emphasizes community outreach, cross-selling services like bookkeeping and payroll, and staying compliant with tax regulations while supporting customers through complex