Onsite Tax Advisor & Community Growth Lead

Intuit; El Monte (CA); In loco; USD 37.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

Descrizione del lavoro

Intuit is hiring TurboTax Local Service Experts to perform on-site tax preparation and advisory services at a local TurboTax location. You will work with clients in person and virtually, delivering tax expertise and building a client base within the community.

You will collaborate with finance and advisory colleagues to address a complete financial picture, including referrals to bookkeeping, payroll, and planning services.

Competenze

• EA/CPA/Attorney with tax preparation experience preferred.
• Active PTIN required to file taxes.
• 3+ years preparing 30+ federal/state 1040 returns per season using tax software.

Mansioni

• Provide hands-on tax advice and complete preparation for TurboTax clients across personal and business scenarios.
• Grow local client base through targeted outreach and community events.
• Coordinate with bookkeeping, payroll, and advisory teams to deliver end-to-end solutions.

Conoscenze

Tax expertise

Client relationship

Community outreach

Onsite customer service

Bilingual (English/Spanish)

Formazione

EA (Enrolled Agent) / CPA / Practicing Attorney

Strumenti

Tax preparation software

CRM systems

Professional tools

Descrizione del lavoro

Intuit is hiring TurboTax Local Service Experts to perform on-site tax preparation and advisory services at a local TurboTax location. You will work with clients in person and virtually, delivering tax expertise and building a client base within the community.

You will collaborate with finance and advisory colleagues to address a complete financial picture, including referrals to bookkeeping, payroll, and planning services.