Onsite TurboTax Local Service Expert & Community Advisor

Intuit, Inc.; Orinda (CA); Vor Ort; USD 37.000 - 56.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on TurboTax

Marketing support

Zusammenfassung

Intuit, Inc. seeks passionate TurboTax Local Service Experts to perform on-site tax preparation and advisory work, serving in-person and virtual clients at local TurboTax locations across the United States.

You will connect clients with bookkeeping, payroll, and advisory services to craft complete financial solutions. Role emphasizes community engagement, local growth, and a high standard of customer service.

Qualifikationen

• Active credentials (EA, CPA, or attorney) with tax prep experience.
• PTIN in good standing to file taxes.
• Minimum 3 years of paid prep experience filing 30+ federal/state 1040s using professional software.
• Willing to upskill into broader services with training provided.

Aufgaben

• Provide hands-on tax advice and prepare returns for TurboTax clients, including complex cases.
• Build local client base through outreach, events, and partnerships.
• Coordinate with bookkeeping, payroll, and financial planning teams for full-service support.
• Deliver a seamless, end-to-end Intuit experience in-person and virtually.
• Represent TurboTax as a trusted local ambassador and advisor.

Kenntnisse

Enrolled Agent

CPA

Practicing Attorney

PTIN

3+ tax returns

Circular 230

Onsite work

Bilingual EN/ES

Tax advisory

Tools

Professional tax software

Jobbeschreibung

Intuit, Inc. seeks passionate TurboTax Local Service Experts to perform on-site tax preparation and advisory work, serving in-person and virtual clients at local TurboTax locations across the United States.

You will connect clients with bookkeeping, payroll, and advisory services to craft complete financial solutions. Role emphasizes community engagement, local growth, and a high standard of customer service.