Onsite TurboTax Local Service Expert & Tax Advisor

Intuit, Inc.; Hummelstown (Dauphin County); Presencial; USD 32.000 - 56.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Free TurboTax copy

Marketing support

Descripción de la vacante

Intuit, Inc. seeks TurboTax Local Service Experts to deliver hands-on tax prep and advisory services at local TurboTax locations, serving in-person and virtual clients. You will engage with clients to understand their entire financial picture and coordinate with specialists for end-to-end service.

You’ll drive local growth, build relationships, and provide a high-quality customer experience while leveraging Intuit resources to support community outreach and ongoing client success.

Formación

• 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 the hours of 8:00 AM – 5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand, such as tax season
• Must be willing and able to complete all required training and development as determined by the business including, but not limited to, compliance training, proficiency‑based up‑skilling, cross‑training of other products or offerings, and professional development. Training requirements are subject to change based on business needs and the company reserves the right to introduce additional requirements at any time
• Must be willing to wear Intuit provided uniforms. Must be willing to use your name, picture for advertising on goggle.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bi-lingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing

Responsabilidades

• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Be a Proactive Community Ambassador: Embod a “community ambassador” and “business owner” mindset to actively build and grow a new local customer base for TurboTax.
• Champion the Full Intuit Ecosystem: Develop understanding of clients’ complete financial picture and connect them with Intuit solutions for year‑round support.
• Build Relationships: Connect with people, demonstrate understanding and sensitivity to their financial concerns and build long-term trust.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience, professionalism, and genuine interest in helping clients achieve financial goals.

Conocimientos

Enrolled Agent

PTIN holder

Tax preparation experience

Onsite work capability

Bilingual English/Spanish

Business tax advisory interest

Herramientas

Tax preparation software

CRM tools

Descripción del empleo

Intuit, Inc. seeks TurboTax Local Service Experts to deliver hands-on tax prep and advisory services at local TurboTax locations, serving in-person and virtual clients. You will engage with clients to understand their entire financial picture and coordinate with specialists for end-to-end service.

You’ll drive local growth, build relationships, and provide a high-quality customer experience while leveraging Intuit resources to support community outreach and ongoing client success.