Local Tax Expert & Community Growth Leader

SonicJobs; Traverse City (MI); Vor Ort; USD 49.000 - 73.000; Vollzeit

Benefits dieser Stelle

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Marketing support and collaboration

Zusammenfassung

Intuit is seeking a TurboTax Local Service Expert to provide hands-on tax preparation and expert guidance at a TurboTax location. You will serve in-person and virtual clients, expanding the local client base and collaborating with specialists across bookkeeping, payroll, and financial planning to deliver a comprehensive tax solution.

The role emphasizes customer service, understanding clients’ financial picture, and leveraging Intuit resources to drive year-round prosperity for clients and the

Qualifikationen

• EA or CPA or practicing attorney with strong tax preparation experience.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
• Willing to upskill into additional service types with training.
• Must be comfortable working onsite at a TurboTax location 20+ hours/week.

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Develop local business by growing the client base and building relationships.
• Connect clients with Intuit ecosystem solutions like bookkeeping and payroll.
• Deliver a best-in-class customer experience in person and virtually.

Kenntnisse

Enrolled Agent

CPA

Practicing Attorney

PTIN

Tax preparation

Onsite work

Bilingual (English/Spanish)

Jobbeschreibung

Intuit is seeking a TurboTax Local Service Expert to provide hands-on tax preparation and expert guidance at a TurboTax location. You will serve in-person and virtual clients, expanding the local client base and collaborating with specialists across bookkeeping, payroll, and financial planning to deliver a comprehensive tax solution.

The role emphasizes customer service, understanding clients’ financial picture, and leveraging Intuit resources to drive year-round prosperity for clients and the