Onsite Tax Advisor & Local Growth Lead

Intuit, Inc.

Pine Brook (NJ)

Presencial

USD 37.000 - 56.000

Jornada completa

Hace 6 días
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Ventajas ofrecidas por este puesto de trabajo

401(k) with company match
Paid time off
Employee Stock Purchase Plan
E&O insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy

Descripción de la vacante

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to work on-site at a TurboTax location, delivering tax preparation, expert advice, and software support to individuals and small businesses.

You will collaborate with a team of specialists to provide end-to-end solutions while building long-term relationships in your local community. Responsibilities include client discovery, tax planning, and expanding the local client base through outreach and events.

Formación

  • Enrolled Agent (EA) or CPA or practicing attorney with tax prep experience.
  • Active PTIN required to file taxes.
  • Minimum 3 years of paid tax return preparation (30+ federal/state returns per season) using professional software.
  • Willing to upskill into bookkeeping, payroll or advisory services with training.
  • Must be onsite at a TurboTax location, 20 hours/week min, 8:00 AM–5:00 PM, Mon–Fri.
  • Willing to complete required training and development and wear company uniforms.
  • Interest in building local community presence and online content.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond filing.

Responsabilidades

  • Provide hands-on tax advice and prepare returns for TurboTax clients, from straightforward to complex scenarios.
  • Lead local growth, outreach, and community partnerships to grow client base.
  • Collaborate with specialists across bookkeeping, payroll, and advisory services.
  • Guide clients through tax planning and maximize refunds while minimizing liabilities.
  • Deliver a best-in-class customer experience in person and via video tools.

Conocimientos

EA/CPA/Attorney
PTIN active
Tax returns 30+
Onsite role
Training & upskilling
Uniforms provided
Bilingual EN/ES
CRM/Sales tools
Tax advisory exp

Herramientas

CRM software
Tax software

Descripción del empleo

Intuit, Inc. is seeking energetic TurboTax Local Service Experts to work on-site at a TurboTax location, delivering tax preparation, expert advice, and software support to individuals and small businesses.

You will collaborate with a team of specialists to provide end-to-end solutions while building long-term relationships in your local community. Responsibilities include client discovery, tax planning, and expanding the local client base through outreach and events.

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