Onsite TurboTax Tax Expert & Community Advocate

Intuit Careers; Matawan (NJ); Presencial; USD 37.000 - 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 Intuit products and Turbo

Descripción de la vacante

Intuit is seeking highly motivated individuals to join as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide on-site tax expertise, assist both in-person and virtual clients, and work closely with a team of specialists to deliver end-to-end TurboTax experiences.

This role emphasizes local growth, community engagement, and a hands-on approach to complex tax scenarios, with opportunities to expand services such as bookkeeping and payroll.

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
• Bilingual (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. Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Be a Proactive Community Ambassador – Act as a local growth driver, identify prospects, and lead community events to build local trust and client base.
• Champion the Full Intuit Ecosystem – Connect clients to complementary services such as bookkeeping, payroll, and financial planning to address broader needs.
• Build Relationships – Develop long‑term trust with clients to turn transactions into ongoing relationships.
• Deliver a Best in Class Customer Experience – Provide professional, empathetic service in person and via Intuit tools, helping clients achieve financial goals.

Conocimientos

EA/CPA/Attorney

PTIN

3+ yrs tax prep

Circular 230

onsite work

uniforms

English/Spanish

holistic advisory

Descripción del empleo

Intuit is seeking highly motivated individuals to join as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide on-site tax expertise, assist both in-person and virtual clients, and work closely with a team of specialists to deliver end-to-end TurboTax experiences.

This role emphasizes local growth, community engagement, and a hands-on approach to complex tax scenarios, with opportunities to expand services such as bookkeeping and payroll.