Tax Advisor & Local Growth Champion

Intuit Inc.; Vancouver (WA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Marketing support

Job summary

Intuit Inc. seeks a TurboTax Local Service Expert to provide hands-on tax preparation and advisory services at a TurboTax location. You will work with a team to deliver end-to-end tax solutions and build local client relationships in-person and virtually.

Responsibilities include growing the local client base, offering tax planning, and connecting clients with bookkeeping, payroll, and advisory services. Must reside in the United States and be willing to work on-site with a flexible schedule.

Qualifications

• Active PTIN required to file taxes.
• At least 3 years of paid experience filing 30+ federal/state 1040 returns per season.
• Ability to work onsite 20+ hours per week and complete required trainings.

Responsibilities

• Provide tax expertise and complete preparation services for TurboTax clients.
• Grow local client base and represent TurboTax in the community.
• Coordinate with specialists to deliver end-to-end Intuit solutions.

Skills

Tax preparation

Client advisory

On-site work

Bilingual English/Spanish (plus)

Sales and outreach

Communication skills

Education

Enrolled Agent, CPA, or Attorney

Tools

Tax preparation software

CRM tools

Video conferencing tools

Job description

Intuit Inc. seeks a TurboTax Local Service Expert to provide hands-on tax preparation and advisory services at a TurboTax location. You will work with a team to deliver end-to-end tax solutions and build local client relationships in-person and virtually.

Responsibilities include growing the local client base, offering tax planning, and connecting clients with bookkeeping, payroll, and advisory services. Must reside in the United States and be willing to work on-site with a flexible schedule.