Onsite Tax Expert & Local Growth Advisor

SonicJobs

Newnan (GA)

On-site

USD 3,720,000 - 5,648,000

Full time

11 hours ago
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Benefits offered by this job

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

Job summary

SonicJobs is recruiting for Intuit to fill TurboTax Local Service Expert roles. You will provide hands-on tax preparation and expert advice onsite at a TurboTax location, serving in-person and virtual clients while coordinating with a broader team of specialists.

Grow the local TurboTax client base, build lasting relationships, and leverage Intuit resources to deliver end-to-end support and an exceptional customer experience.

Qualifications

  • 3+ years of paid experience filing 30+ federal and state 1040 tax returns per season using professional tax software.
  • Active PTIN as required by law to file taxes.
  • Willing to upskill into additional service types with training provided by Intuit.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax clients, handling simple to complex scenarios.
  • Act as a local community ambassador to grow the TurboTax client base through outreach and events.
  • Connect clients with related services like bookkeeping, payroll, or financial planning within Intuit ecosystem.
  • Deliver a best-in-class customer experience and build long-term client relationships.

Skills

Tax advisory
Customer service
Community outreach

Education

EA/CPA/Attorney credential
PTIN required

Tools

Tax software

Job description

SonicJobs is recruiting for Intuit to fill TurboTax Local Service Expert roles. You will provide hands-on tax preparation and expert advice onsite at a TurboTax location, serving in-person and virtual clients while coordinating with a broader team of specialists.

Grow the local TurboTax client base, build lasting relationships, and leverage Intuit resources to deliver end-to-end support and an exceptional customer experience.

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