Onsite Tax Expert & Local Growth Advisor

SonicJobs

Lake Elmo (MN)

Sur place

USD 49 000 - 73 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
Free copy of TurboTax
Marketing and collaboration support

Résumé du poste

Intuit seeks a TurboTax - Local Service Expert to work onsite at a TurboTax location in Minnesota. You’ll provide tax preparation, expert advice, and connect clients with the broader Intuit ecosystem.

Build relationships, grow the local business, and deliver a best-in-class customer experience. Role emphasizes understanding clients' complete financial picture, cross-training in bookkeeping/payroll, and engaging the community through events and partnerships.

Qualifications

  • EA/CPA/attorney credentials preferred; PTIN required by law.
  • Minimum 3 years of paid tax return experience (federal/state).
  • Willing to work onsite and grow local client base with marketing support.
  • Opportunity to upskill into bookkeeping, payroll, advisory services.

Responsabilités

  • Provide hands-on tax advice and complete returns for TurboTax clients.
  • Identify deductions, plan taxes, and guide clients in language they understand.
  • Grow local client base through outreach, events, and partnerships.
  • Collaborate with Intuit ecosystem: bookkeeping, payroll, planning.

Connaissances

Tax preparation experience
Onsite work
PTIN active
3+ years tax returns
Bilingual EN/ES
Training/compliance
Customer-facing adapt
Bonding with local community

Outils

Tax preparation software
CRM/sales tools

Description du poste

Intuit seeks a TurboTax - Local Service Expert to work onsite at a TurboTax location in Minnesota. You’ll provide tax preparation, expert advice, and connect clients with the broader Intuit ecosystem.

Build relationships, grow the local business, and deliver a best-in-class customer experience. Role emphasizes understanding clients' complete financial picture, cross-training in bookkeeping/payroll, and engaging the community through events and partnerships.

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