Onsite Local Tax Advisor & Community Builder

SonicJobs; Columbia (SC); On-site; USD 52,000 - 76,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax

Job summary

Intuit is seeking highly motivated individuals to join our TurboTax Local Service Expert team, working onsite at a TurboTax location in the United States. You will provide hands-on tax expertise, assist with complex returns, grow local client relationships, and collaborate with specialists across bookkeeping, payroll, and advisory services to deliver a seamless, end-to-end TurboTax experience.

You'll engage with the community, lead local events, and leverage marketing resources to expand the

Qualifications

• EA/CPA/Attorney credentials preferred and tax prep experience.
• Active PTIN required for filing taxes.
• Minimum 3 years of paid 1040 tax return preparation experience.

Responsibilities

• Provide hands-on tax advice and prepare TurboTax returns, handling simple to complex scenarios.
• Grow local client base and build long-term relationships with clients.
• Collaborate with bookkeeping, payroll, and advisory teams for integrated service.
• Deliver best-in-class customer experience in-person and via video tools.

Skills

Client-facing

Tax advisory

Relationship building

Problem solving

Education

PTIN active

3+ years 1040 tax returns experience

Tools

Tax preparation software

CRM tools

Job description

Intuit is seeking highly motivated individuals to join our TurboTax Local Service Expert team, working onsite at a TurboTax location in the United States. You will provide hands-on tax expertise, assist with complex returns, grow local client relationships, and collaborate with specialists across bookkeeping, payroll, and advisory services to deliver a seamless, end-to-end TurboTax experience.

You'll engage with the community, lead local events, and leverage marketing resources to expand the