Onsite Tax Advisor & Local Growth Partner

Intuit, Inc.

Pensacola (FL)

In loco

USD 52.000 - 75.000

Tempo pieno

3 giorni fa
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Vantaggi offerti da questo lavoro

401(k) matching
Paid sick time
ESPP (Employee Stock Purchase Plan)
E&O Insurance
TurboTax discounts
Marketing support

Descrizione del lavoro

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands‑on tax advice and complete preparation services for clients at a local TurboTax location. You will serve both in-person and virtual customers, integrating with a team of specialists across bookkeeping, payroll, and financial planning.

You will help grow the local client base and deliver end‑to‑end support in a community‑focused role. Ideal candidates have strong tax credentials (EA/CPA) with 3+ years of 1040 returns, are

Competenze

  • EA, CPA, or practicing attorney with strong tax preparation experience.
  • Active PTIN required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal and state Form 1040 tax returns per tax season using professional tax preparation software.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Must be comfortable working onsite, 20+ hours per week, 8:00 AM–5:00 PM local time.
  • Must complete all required training and development and wear Intuit uniforms.
  • Interested in building a local and online social presence as a TurboTax Expert.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond tax filing.

Mansioni

  • Provide tax expertise and complete preparation services for TurboTax clients, handling simple to complex situations.
  • Act as a proactive community ambassador to grow local client base.
  • Connect clients with Intuit ecosystem services like bookkeeping, payroll, and financial planning.
  • Build relationships to convert one-time clients into long-term engagements.
  • Deliver a best-in-class customer experience with in-person and video interactions.

Conoscenze

EA (Enrolled Agent)
CPA (Certified Public Accountant)
Practicing Attorney
PTIN holder
3+ years tax return prep experience
Bilingual English/Spanish (plus)

Formazione

Active PTIN

Descrizione del lavoro

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands‑on tax advice and complete preparation services for clients at a local TurboTax location. You will serve both in-person and virtual customers, integrating with a team of specialists across bookkeeping, payroll, and financial planning.

You will help grow the local client base and deliver end‑to‑end support in a community‑focused role. Ideal candidates have strong tax credentials (EA/CPA) with 3+ years of 1040 returns, are

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