Onsite Tax Expert & Local Growth Advisor

Intuit Inc.; Greenwood (IN); Vor Ort; USD 33.000 - 55.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

TurboTax discounts

Zusammenfassung

Intuit Inc. seeks a on-site TurboTax Local Service Expert to deliver hands-on tax preparation, expert tax advice, and software support in a local TurboTax location.

You will collaborate with a broader team of specialists to provide end-to-end financial services, from personal to business tax scenarios, while actively growing the local client base. You will engage with clients in person and virtually, helping them maximize refunds and plan for future taxes, all while building lasting

Qualifikationen

• Enrolled Agent (EA), CPA, or Attorney with tax prep experience preferred.
• Active PTIN required by law to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040 returns using professional tax prep software.

Aufgaben

• Provide hands-on tax advice and complete preparation for TurboTax clients, from simple to complex scenarios.
• Grow local TurboTax client base through community outreach and relationships.
• Coordinate with bookkeeping, payroll, and advisory teams to deliver end-to-end client solutions.

Kenntnisse

EA

CPA

Attorney

Tools

Tax software

CRM

Jobbeschreibung

Intuit Inc. seeks a on-site TurboTax Local Service Expert to deliver hands-on tax preparation, expert tax advice, and software support in a local TurboTax location.

You will collaborate with a broader team of specialists to provide end-to-end financial services, from personal to business tax scenarios, while actively growing the local client base. You will engage with clients in person and virtually, helping them maximize refunds and plan for future taxes, all while building lasting