Onsite Tax Expert & Local Growth Advocate

Intuit, Inc.; Slidell (LA); In loco; USD 37.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

TurboTax discounts

Descrizione del lavoro

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide on-site tax preparation, expert guidance, and integrated support across the Intuit ecosystem at new TurboTax locations in the United States.

You will advise clients, build local relationships, and drive growth while collaborating with a team of tax and advisory specialists to deliver end-to-end services. This role emphasizes personalized, in-person client experiences.

Competenze

• 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+ 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, 8:00 AM – 5:00 PM, minimum 20 hours/week.
• Must be willing to complete all required training and development as determined by the business, including compliance training and cross-training.
• Must wear Intuit uniforms and be willing to use your name and picture for advertising.
• Interest in building a local and online social presence as a TurboTax Expert, creating tax-related content.
• Bilingual English/Spanish communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing

Mansioni

• Provide Tax Expertise - give hands-on tax advice and complete preparation services for TurboTax clients across personal and business scenarios.
• Be a Proactive Community Ambassador - grow local customer base through outreach and partnerships.
• Champion the Full Intuit Ecosystem - connect clients with bookkeeping, payroll, financial planning, or Credit Karma services.
• Build Relationships - foster long-term trust for recurring client engagement.
• Deliver a Best in Class Customer Experience - ensure professional service and assist with inquiries.

Conoscenze

Tax expertise

Client communication

Onsite work

Bilingual

Formazione

EA/CPA/Attorney credential

PTIN active

Strumenti

TurboTax software

CRM tools

Descrizione del lavoro

Intuit, Inc. seeks dedicated TurboTax Local Service Experts to provide on-site tax preparation, expert guidance, and integrated support across the Intuit ecosystem at new TurboTax locations in the United States.

You will advise clients, build local relationships, and drive growth while collaborating with a team of tax and advisory specialists to deliver end-to-end services. This role emphasizes personalized, in-person client experiences.