Onsite Local Tax Advisor & Growth Partner

SonicJobs; Cedar Rapids (IA); Presencial; USD 49.000 - 85.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Paid sick time

Employee stock purchase plan

E&O insurance

Employee assistance program

Discounts on Intuit products

Descripción de la vacante

Intuit is seeking a TurboTax Local Service Expert to provide hands-on tax advice and complete return preparation for clients at a local TurboTax office. You will work onsite, serve both in-person and virtual clients, and collaborate with a team of tax professionals to deliver end-to-end services.

You’ll grow the local TurboTax client base through community outreach, events, and partnerships, while connecting clients with Intuit solutions for comprehensive financial needs.

Formación

• EA/CPA/Practicing attorney with strong tax preparation experience and knowledge of tax laws preferred.
• Active PTIN to file taxes is required by law.
• Minimum of 3 years of paid experience filing 30+ federal/state individual 1040 returns per season using professional tax software.

Responsabilidades

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Act as a proactive community ambassador to grow local TurboTax client base.
• Connect clients with Intuit solutions like bookkeeping, payroll, or financial planning as needed.

Conocimientos

Tax expertise

Enrolled Agent/CPA/Attorney

Client consultations

Herramientas

Professional tax software

CRM tools

Descripción del empleo

Intuit is seeking a TurboTax Local Service Expert to provide hands-on tax advice and complete return preparation for clients at a local TurboTax office. You will work onsite, serve both in-person and virtual clients, and collaborate with a team of tax professionals to deliver end-to-end services.

You’ll grow the local TurboTax client base through community outreach, events, and partnerships, while connecting clients with Intuit solutions for comprehensive financial needs.