Local Tax Expert - Community Growth & Advisory

Intuit; Milwaukee (WI); Presencial; USD 56.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on TurboTax products

Training and collaboration with growth

Descripción de la vacante

Intuit is hiring TurboTax Local Service Experts to deliver tax preparation and advisory services at new TurboTax locations across the United States. You will combine tax expertise with community outreach to build a local client base and provide year‑round financial guidance.

The role emphasizes on‑site work hours, training, and growth into additional services such as bookkeeping, payroll, and broader Intuit offerings.

Formación

• EA, CPA, or practicing attorney with strong tax preparation experience.
• Active PTIN to file taxes is required.
• Minimum 3 years of paid experience filing 30+ federal/state returns per season using professional tax software.
• Willing to upskill into bookkeeping, payroll, or business tax advisory with training.

Responsabilidades

• Provide tax expertise and complete preparation for TurboTax clients, handling simple to complex situations.
• Facilitate discovery sessions, minimize liabilities, maximize refunds and provide planning advice.
• Act as a community ambassador to grow a local customer base and partnerships.
• Organize local events and use marketing tools to create client engagement opportunities.
• Build relationships and connect clients to Intuit solutions across products.

Conocimientos

Tax preparation

Client advisory

Sales/CRM tools

Public speaking

Spanish language (bonus)

Educación

EA/CPA/Attorney credential

Herramientas

Tax preparation software

Descripción del empleo

Intuit is hiring TurboTax Local Service Experts to deliver tax preparation and advisory services at new TurboTax locations across the United States. You will combine tax expertise with community outreach to build a local client base and provide year‑round financial guidance.

The role emphasizes on‑site work hours, training, and growth into additional services such as bookkeeping, payroll, and broader Intuit offerings.