Onsite Tax Advisor & Local Growth Champion

SonicJobs

Johnson City (TN)

On-site

USD 33,000 - 56,000

Full time

34 hours ago
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Benefits offered by this job

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 including

Job summary

Intuit is seeking TurboTax Local Service Experts to join a new TurboTax location in the United States. You will provide on-site tax preparation, offer expert advice, and coordinate with specialists to deliver end-to-end tax solutions for individuals and business clients.

You'll build local relationships, drive client growth, and represent Intuit in the community while delivering a best-in-class customer experience through both in-person meetings and virtual support tools.

Qualifications

  • Enrolled Agent or CPA with strong tax preparation knowledge.
  • Active PTIN required to file taxes.
  • 3+ years preparing 1040s with professional software; Circular 230 familiarity.
  • Willing to upskill into wider advisory services with training.
  • Onsite availability 20+ hours/week; training and uniforms may be required.
  • Bilingual English/Spanish skills are a plus.

Responsibilities

  • Provide tax expertise and complete TurboTax preparation for clients.
  • Grow the local client base through outreach and events.
  • Coordinate with bookkeeping, payroll, and advisory teams to deliver end-to-end service.
  • Build relationships to convert engagements into long-term clients.
  • Deliver a best-in-class customer experience in person and via virtual tools.

Skills

Tax expertise
Client advisory
Community outreach
Bilingual EN/ES

Education

EA/CPA

Tools

TurboTax
CRM tools

Job description

Intuit is seeking TurboTax Local Service Experts to join a new TurboTax location in the United States. You will provide on-site tax preparation, offer expert advice, and coordinate with specialists to deliver end-to-end tax solutions for individuals and business clients.

You'll build local relationships, drive client growth, and represent Intuit in the community while delivering a best-in-class customer experience through both in-person meetings and virtual support tools.

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