Local Tax Service Expert — Community Builder & Advisor

Intuit Careers

Dallas (TX)

Vor Ort

USD 48.000 - 85.000

Teilzeit

Vor 8 Tagen

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Benefits dieser Stelle

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Discounts on Intuit products
Free TurboTax copy
Marketing support

Zusammenfassung

Intuit is hiring a TurboTax Local Service Expert to deliver hands-on tax preparation and expert advice at a local TurboTax location. You’ll work onsite with a team of financial professionals, serving in-person and virtual clients, and you’ll help grow the local client base through community outreach while partnering with specialists across bookkeeping, payroll, and advisory services.

The role emphasizes a full-service, end-to-end experience, connecting clients with Intuit resources and ensuring

Qualifikationen

  • EA/CPA/attorney with strong tax prep experience.
  • Active PTIN required to file taxes.
  • 3+ years of paid experience filing 30+ federal/state 1040s per season using tax software (Circular 230 knowledge preferred).
  • Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training.
  • Onsite work at a TurboTax office location, 20+ hours per week, 8:00–17:00 schedule; training required.

Aufgaben

  • Provide hands-on tax advice and complete TurboTax client returns, handling simple to complex scenarios.
  • Grow local TurboTax client base through outreach, events, and community partnerships.
  • Coordinate with bookkeeping, payroll, and advisory teams to deliver end-to-end services.
  • Build lasting client relationships and deliver a best-in-class customer experience.
  • Educate clients on Intuit ecosystem and cross-sell relevant services.

Kenntnisse

Tax preparation
Active PTIN
Complex tax returns
Bilingual English/Spanish
Regulatory knowledge

Tools

Tax software

Jobbeschreibung

Intuit is hiring a TurboTax Local Service Expert to deliver hands-on tax preparation and expert advice at a local TurboTax location. You’ll work onsite with a team of financial professionals, serving in-person and virtual clients, and you’ll help grow the local client base through community outreach while partnering with specialists across bookkeeping, payroll, and advisory services.

The role emphasizes a full-service, end-to-end experience, connecting clients with Intuit resources and ensuring

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