Onsite Local Tax Advisor & Community Growth Expert

Intuit, Inc.; Benicia (CA); Vor Ort; USD 37.000 - 56.000; Vollzeit

Benefits dieser Stelle

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Marketing support

Zusammenfassung

Intuit, Inc. seeks TurboTax - Local Service Experts to deliver hands-on tax preparation and expert guidance at a TurboTax location in the United States.

You will serve clients in person and virtually, building comprehensive understandings of their financial picture and coordinating with specialists across Intuit. The role emphasizes local community engagement, client growth, and end-to-end service, including tax planning and potential cross-selling of bookkeeping, payroll, and financial planning

Qualifikationen

• EA/CPA/Attorney with tax prep experience preferred.
• Active PTIN required by law to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040s using professional software.

Aufgaben

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow local TurboTax client base through outreach and community events.
• Collaborate with bookkeeping, payroll, and advisory teams to address client needs.

Kenntnisse

Enrolled Agent

CPA

Practicing Attorney

PTIN

Tax preparation

30+ returns

Upskill readiness

Onsite availability

Training required

Brand ambassador

Bilingual EN/ES

Tools

Tax software

Jobbeschreibung

Intuit, Inc. seeks TurboTax - Local Service Experts to deliver hands-on tax preparation and expert guidance at a TurboTax location in the United States.

You will serve clients in person and virtually, building comprehensive understandings of their financial picture and coordinating with specialists across Intuit. The role emphasizes local community engagement, client growth, and end-to-end service, including tax planning and potential cross-selling of bookkeeping, payroll, and financial planning