Onsite Local Tax Advisor & Growth Catalyst

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

Benefits dieser Stelle

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support and collaboration

Zusammenfassung

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will perform full-service tax return preparation, provide expert advice, and coordinate with a team of specialists to address complex client needs.

You will help grow the local TurboTax client base, engage with the community, and deliver a seamless, end-to-end client experience. The role emphasizes relationship-building and ongoing customer support in a fast-paced environment.

Qualifikationen

• EA/CPA/Attorney with strong tax preparation knowledge.
• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal and state 1040 returns per season.
• Willing to upskill into bookkeeping, payroll, and advisory services.
• Onsite at a TurboTax office, 20+ hours/week, 8:00–17:00 Mon–Fri.
• Reside in the United States; able to obtain required state licenses.
• Bilingual English/Spanish a plus; holistic tax advisory experience.

Aufgaben

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Collaborate with specialists across business tax, bookkeeping, payroll, and advisory services.
• Grow TurboTax client base through local outreach and events.
• Deliver end-to-end Intuit experience in client meetings and planning.
• Build long-term relationships and a best-in-class customer experience.

Kenntnisse

Enrolled Agent / CPA / Attorney (tax)

PTIN on file

1040 tax returns (3+ yrs)

Upskill into bookkeeping/payroll/advis

Bilingual English/Spanish (a plus)

Holistic tax advisory experience

Jobbeschreibung

Intuit, Inc. is seeking TurboTax Local Service Experts to work on-site at a TurboTax location in the United States. You will perform full-service tax return preparation, provide expert advice, and coordinate with a team of specialists to address complex client needs.

You will help grow the local TurboTax client base, engage with the community, and deliver a seamless, end-to-end client experience. The role emphasizes relationship-building and ongoing customer support in a fast-paced environment.