Local TurboTax Tax Expert & Community Advisor

SonicJobs

North Myrtle Beach (SC)

Sur place

USD 32 000 - 56 000

Plein temps

Il y a 7 jours
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Un CV et une lettre de motivation personnalisés, prêts à envoyer.

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Avantages offerts par ce poste

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

Résumé du poste

Intuit seeks TurboTax Local Service Experts to provide hands-on tax preparation and expert advice at a TurboTax location. You will engage with in-person and virtual clients, discuss personal and business tax scenarios, and deliver tailored tax solutions with support from a broader Intuit team.

You will build local client relationships, grow the client base in your community, and leverage marketing resources to create ongoing opportunities while ensuring a seamless end-to-end Intuit experience.

Qualifications

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

Responsabilités

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
  • Act as a proactive community ambassador to grow the local TurboTax client base.
  • Champion the full Intuit ecosystem by connecting clients to bookkeeping, payroll, and financial planning services.
  • Build lasting relationships with clients to turn one-time transactions into multi-year engagements.
  • Deliver a best-in-class customer experience across in-person and virtual interactions.

Connaissances

Tax expertise
Client relations
Onsite presence
Bilingual English/Spanish

Formation

EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney

Outils

Tax preparation software
CRM/sales tools

Description du poste

Intuit seeks TurboTax Local Service Experts to provide hands-on tax preparation and expert advice at a TurboTax location. You will engage with in-person and virtual clients, discuss personal and business tax scenarios, and deliver tailored tax solutions with support from a broader Intuit team.

You will build local client relationships, grow the client base in your community, and leverage marketing resources to create ongoing opportunities while ensuring a seamless end-to-end Intuit experience.

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