Onsite Tax Expert & Local Growth Advocate

Intuit, Inc.; Cleveland (OH); Sur place; USD 32 000 - 48 000; Plein temps

Avantages offerts par ce poste

401(k) Savings Plan with company match

Employee Stock Purchase Plan

Employee Assistance Program

E&O Insurance provided by Intuit

Discounts on Intuit products and free税

Résumé du poste

Intuit, Inc. is hiring TurboTax - Local Service Experts to provide hands-on tax advice and complete preparation for clients at a TurboTax location in the United States.

You will work with a team of tax professionals, support business and personal tax scenarios, and play a key role in growing the local TurboTax client base. The role emphasizes community outreach, integration with Intuit services, and delivering a seamless customer experience, on-site, 20+ hours weekly, with training provided and

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Willing to upskill into additional service types or more complex work areas (e.g., bookkeeping, payroll, business tax advisory) with training provided by Intuit
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, for a minimum of 20 hours per week.
• Must be willing and able to complete all required training and development as determined by the business
• Must be willing to wear Intuit provided uniforms
• Interest in building a local and online social presence as a TurboTax Expert
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Responsabilités

• Provide Tax Expertise - Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a Proactive Community Ambassador - Build a new local customer base through outreach and community partnerships, serving as the local face of TurboTax.
• Champion the Full Intuit Ecosystem - Connect clients with Intuit solutions beyond tax filing to address their broader financial needs.
• Build Relationships - Develop long-term trust and client portfolios through personalized service.
• Deliver a Best in Class Customer Experience - Ensure professional, empathetic service and help clients achieve financial goals.

Connaissances

Tax preparation

Tax advisory

Client relationship building

Upskilling in services

Bilingual (English/Spanish)

Description du poste

Intuit, Inc. is hiring TurboTax - Local Service Experts to provide hands-on tax advice and complete preparation for clients at a TurboTax location in the United States.

You will work with a team of tax professionals, support business and personal tax scenarios, and play a key role in growing the local TurboTax client base. The role emphasizes community outreach, integration with Intuit services, and delivering a seamless customer experience, on-site, 20+ hours weekly, with training provided and