Local TurboTax Tax Expert & Community Advisor

Intuit Careers; Ocala (FL); Presencial; USD 32 000 - 56 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

401(k) Savings Plan

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax product discounts

Resumo da oferta

Intuit is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax advice, complete tax returns, and work closely with a network of specialists to deliver end-to-end Intuit experiences for both in-person and virtual clients.

You will be the local face of TurboTax, grow your client base through community outreach, and help clients navigate complex tax scenarios while leveraging Intuit

Qualificações

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Responsabilidades

• Provide Tax Expertise: Give hands‑on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador: Embod a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax. As a primary driver of local growth, you will own your market — identifying and pursuing prospects through targeted outreach, grass‑roots marketing initiatives, referral networks, and community partnerships. Serve as the local face of TurboTax, converting new prospects into loyal, long‑term clients. Organize and lead local events such as financial literacy workshops, community pop‑ups, and networking gatherings with the support of TurboTax marketing tools and resources, to create consistent opportunities for customer engagement and brand awareness.
• Champion the Full Intuit Ecosystem: Act as a trusted guide for every client by developing a deep understanding of their complete financial picture and connecting them with the Intuit solutions best positioned to move them forward. As you build relationships through tax engagements and collaborative client meetings, identify opportunities to introduce clients to complementary services such as bookkeeping, payroll, financial planning, or Credit Karma that meaningfully address their needs. Your role is not simply to deliver a service, but to ensure every client leaves with a clearer path and the full weight of Intuit's resources behind them for year‑round support.
• Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns and build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Interact with customers both in‑person and through Intuit’s state‑of‑the‑art video communication tools. Address client inquiries while helping them overcome tax‑related challenges.

Conhecimentos

EA/CPA/Attorney experience

PTIN

3+ years 1040 prep

Upskill in bookkeeping/payroll

Onsite 20 hrs/week

Training/compliance readiness

Uniforms & branding

Community outreach

Bilingual English/Spanish (plus)

Holistic tax advisory

Descrição da oferta de emprego

Intuit is seeking highly motivated individuals to join our team as TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax advice, complete tax returns, and work closely with a network of specialists to deliver end-to-end Intuit experiences for both in-person and virtual clients.

You will be the local face of TurboTax, grow your client base through community outreach, and help clients navigate complex tax scenarios while leveraging Intuit