Onsite Local Tax Advisor & Community Growth Partner

Intuit, Inc.

Montgomery (AL)

Sur place

USD 32 000 - 56 000

Plein temps

Il y a 8 jours

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Avantages offerts par ce poste

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products

Résumé du poste

Intuit, Inc. is seeking a TurboTax Local Service Expert to perform on-site tax preparation and client advisory work at a TurboTax location in the U.S. You will handle personal and business tax scenarios, deliver customized tax solutions, and partner with specialists to provide end-to-end service.

You will also act as a community ambassador to grow the local client base, leveraging marketing tools and community partnerships, while delivering high-quality customer experiences year-round.

Qualifications

  • 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.

Responsabilités

  • Provide hands-on tax advice and complete preparation services for TurboTax clients, including complex personal and business returns.
  • Grow TurboTax’s local client base through outreach, events, and relationships.
  • Coordinate with the broader Intuit ecosystem to connect clients with bookkeeping, payroll, and financial planning services.

Connaissances

Tax preparation
On-site client service
Tax software proficiency
CRM tools
Bilingual English/Spanish (plus)

Formation

EA/CPA/Attorney credential

Outils

Professional tax software
PTIN maintenance

Description du poste

Intuit, Inc. is seeking a TurboTax Local Service Expert to perform on-site tax preparation and client advisory work at a TurboTax location in the U.S. You will handle personal and business tax scenarios, deliver customized tax solutions, and partner with specialists to provide end-to-end service.

You will also act as a community ambassador to grow the local client base, leveraging marketing tools and community partnerships, while delivering high-quality customer experiences year-round.

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