Onsite Tax Expert & Community Growth Leader

Intuit, Inc.

Gastonia (NC)

Vor Ort

USD 54.000 - 78.000

Vollzeit

Vor 7 Tagen
Sei unter den ersten Bewerbenden

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Benefits dieser Stelle

401(k) matching
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products; free Tur
TurboTax free copy

Zusammenfassung

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to join new locations in the United States. You will provide hands-on tax preparation, advisory services, and connect clients with the broader Intuit ecosystem, including bookkeeping, payroll, and financial planning.

This role emphasizes building long-term relationships, growing the local client base, and delivering exceptional customer experiences both in person and via digital tools.

Qualifikationen

  • EA/CPA/Attorney with strong tax preparation experience.
  • Active PTIN as required to file taxes.
  • 3+ years of paid tax return preparation (30+ returns per season) using professional software.
  • Willing to upskill into bookkeeping, payroll, or advisory services.
  • Onsite at a TurboTax office 20+ hours/week, 8am-5pm.
  • Training and uniforms per policy.
  • English plus Spanish is a plus.
  • Experience in holistic tax advisory beyond filing.

Aufgaben

  • Provide hands-on tax advice and complete preparation for TurboTax clients.
  • Grow local client base through outreach and community events.
  • Coordinate with specialists for comprehensive client solutions.
  • Deliver best-in-class customer experience.

Kenntnisse

Tax prep experience
PTIN possession
EA/CPA/Attorney
Upskill in bookkeeping/payroll
Onsite work
Bilingual EN/ES a plus

Tools

Tax software proficiency
CRM/sales tools
Intuit ecosystem familiarity

Jobbeschreibung

Intuit, Inc. is seeking dedicated TurboTax Local Service Experts to join new locations in the United States. You will provide hands-on tax preparation, advisory services, and connect clients with the broader Intuit ecosystem, including bookkeeping, payroll, and financial planning.

This role emphasizes building long-term relationships, growing the local client base, and delivering exceptional customer experiences both in person and via digital tools.

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