Local Tax Expert & Community Growth Partner

Intuit, Inc.; Solvang (CA); Presencial; USD 37.000 - 56.000; Tempo parcial

Benefícios oferecidos por esta vaga

401(k) matching

Sick time

Employee Stock Purchase Plan

E&O Insurance

Assistance program

Discounts on TurboTax products

Free TurboTax copy

Marketing support

Resumo da vaga

Intuit is looking for motivated TurboTax Local Service Experts to work onsite at TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and connect clients with the broader Intuit ecosystem for year-round guidance.

Role emphasizes local community growth through outreach, in-person and virtual service, and collaboration with specialists to deliver a seamless TurboTax experience. Strong tax knowledge and client empathy are essential.

Qualificações

• EA/CPA/Attorney with strong tax prep experience
• Active PTIN required by law to file taxes
• Minimum 3 years filing 30+ federal/state Form 1040 returns per season using professional software; familiarity with Circular 230
• Willing to upskill into additional service types with training
• Comfortable working onsite 8:00–17:00 local time, 20+ hours/week
• Willing to complete required training including compliance and cross-training
• Willing to wear Intuit uniforms and participate in marketing
• Bilingual English/Spanish a plus
• Experience in holistic tax advisory beyond filing

Responsabilidades

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations
• Lead local growth by identifying prospects and hosting community events
• Connect clients with Intuit ecosystem (bookkeeping, payroll, financial planning)
• Deliver end-to-end Intuit experience in collaboration with specialists
• Build local relationships and drive customer loyalty
• Interact with customers in-person and via Intuit video tools

Conhecimentos

EA certification

CPA

Practicing Attorney

PTIN holder

Tax preparation

Onsite work

Bilingual EN/ES

Ferramentas

Tax software

CRM tools

Descrição da vaga

Intuit is looking for motivated TurboTax Local Service Experts to work onsite at TurboTax locations across the United States. You will provide hands-on tax preparation, expert advice, and connect clients with the broader Intuit ecosystem for year-round guidance.

Role emphasizes local community growth through outreach, in-person and virtual service, and collaboration with specialists to deliver a seamless TurboTax experience. Strong tax knowledge and client empathy are essential.