Onsite Local Tax Advisor & Community Builder

Intuit, Inc.; San Francisco (CA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products including

Marketing support and growth机会

Job summary

Intuit, Inc. is seeking a TurboTax Local Service Expert to work on-site at a TurboTax location and service in-person and virtual clients.

You will provide full-service tax return preparation, expert advice, and software support while collaborating with a team of specialists across tax, bookkeeping, payroll, and advisory services. You will help grow the local TurboTax client base, build long-term relationships, and deliver a best-in-class customer experience in your community, leveraging

Qualifications

• Tax preparation experience with federal/state returns.
• Active PTIN is required by law to file taxes.
• 3+ years of paid tax return filing using professional software.
• Willing to onsite at a TurboTax office; 20+ hours weekly.
• Open to upskilling into additional service areas with training.

Responsibilities

• Provide hands-on tax return preparation for personal and small business clients.
• Deliver tax advice, calculations, and software support.
• Grow local client base and foster long-term relationships.
• Collaborate with bookkeeping, payroll, and advisory teams.

Skills

Tax preparation

Customer service

Onsite work

Bilingual EN/ES

Education

Tax license (EA/CPA)

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking a TurboTax Local Service Expert to work on-site at a TurboTax location and service in-person and virtual clients.

You will provide full-service tax return preparation, expert advice, and software support while collaborating with a team of specialists across tax, bookkeeping, payroll, and advisory services. You will help grow the local TurboTax client base, build long-term relationships, and deliver a best-in-class customer experience in your community, leveraging