Onsite Tax Advisor & Local Growth Partner

Intuit Inc.; Sandusky (OH); On-site; USD 33,000 - 56,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit Inc. is seeking motivated individuals to join our TurboTax Local Service team as on-site Local Service Experts in a TurboTax location across the United States.

You will provide hands-on tax preparation, expert advice, and software support, while building long-term relationships with clients in your community. As a trusted local advisor, you will collaborate with specialists across bookkeeping, payroll, and advisory services to deliver a seamless, end-to-end TurboTax experience and help

Qualifications

• 3+ years of paid experience filing 30+ federal and state 1040 returns per tax season.
• Active PTIN to file taxes.
• Familiarity with Circular 230 and tax laws.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax clients.
• Grow TurboTax client base in the local community through outreach.
• Collaborate with specialists for comprehensive financial services.

Skills

Tax preparation experience

Client relationship

Communication skills

Bilingual English/Spanish

Education

Enrolled Agent

Certified Public Accountant

Practicing Attorney (tax)

Tools

Professional tax software

CRM/sales tools

Job description

Intuit Inc. is seeking motivated individuals to join our TurboTax Local Service team as on-site Local Service Experts in a TurboTax location across the United States.

You will provide hands-on tax preparation, expert advice, and software support, while building long-term relationships with clients in your community. As a trusted local advisor, you will collaborate with specialists across bookkeeping, payroll, and advisory services to deliver a seamless, end-to-end TurboTax experience and help