Onsite Tax Advisor & Community Growth Lead

SonicJobs; Georgetown (TX); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products

Job summary

Intuit is seeking dynamic, on-site TurboTax Local Service Experts to serve customers in TurboTax locations across the United States. You will provide tax preparation, advice, and software support, while collaborating with specialists to address clients’ full financial picture.

You will actively grow the local client base, engage with the community, and leverage marketing resources to drive loyalty and referrals. The role emphasizes hands-on service and a holistic client experience.

Qualifications

• Active credentials: EA, CPA, or attorney with tax prep experience.
• Willingness to upskill into additional service areas with training.
• Experience filing a large number of federal/state returns is preferred.

Responsibilities

• Provide hands-on tax advice and prepare returns for TurboTax clients.
• Build local client base through outreach and community events.
• Coordinate with specialists for comprehensive financial solutions.

Skills

Customer service

Tax knowledge

Communication

Education

EA, CPA, or Attorney credentials

Tools

Professional tax software

Job description

Intuit is seeking dynamic, on-site TurboTax Local Service Experts to serve customers in TurboTax locations across the United States. You will provide tax preparation, advice, and software support, while collaborating with specialists to address clients’ full financial picture.

You will actively grow the local client base, engage with the community, and leverage marketing resources to drive loyalty and referrals. The role emphasizes hands-on service and a holistic client experience.