Onsite Local Tax Advisor & Community Growth Lead

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

Intuit, Inc. is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States.

You will provide full-service tax return preparation, expert advice, and software support, while collaborating with a broader team of specialists to deliver end-to-end client experiences. As a local ambassador, you will grow the client base, conduct community outreach, and help clients navigate personal and business tax situations, with a focus on delivering outstanding service and

Qualifications

• Active PTIN required by law to file taxes.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per tax season using professional tax software.
• Willing to work onsite and dedicate at least 20 hours per week during peak periods.

Responsibilities

• Prepare taxes for personal and business clients and provide tax advice.
• Collaborate with specialists to deliver an end-to-end Intuit experience.
• Grow local TurboTax client base through outreach and community events.

Skills

Tax preparation

Customer service

Communication

Bilingual (English/Spanish)

Education

EA/CPA/Practicing Attorney credential

Tools

Tax preparation software

CRM/Sales tools

Job description

Intuit, Inc. is seeking TurboTax Local Service Experts to work onsite at a TurboTax location in the United States.

You will provide full-service tax return preparation, expert advice, and software support, while collaborating with a broader team of specialists to deliver end-to-end client experiences. As a local ambassador, you will grow the client base, conduct community outreach, and help clients navigate personal and business tax situations, with a focus on delivering outstanding service and