Tax Advisor & Local Growth Champion (Onsite)

Intuit, Inc.; Monroe (NC); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on TurboTax products

Ongoing marketing collaboration and支

Résumé du poste

Intuit, Inc. is seeking motivated individuals for on-site TurboTax Local Service Expert roles to help customers with tax preparation and advisory services.

You will work closely with a team of financial experts, build local clients, and represent TurboTax in the community while leveraging Intuit resources for comprehensive year-round support. The role emphasizes client-centric service, relationship building, and in-person and virtual assistance, with training and growth opportunities across

Qualifications

• EA/CPA/Attny with strong tax prep experience and knowledge of tax laws.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax software; familiarity with Circular 230.

Responsabilités

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Grow the local client base through outreach, referrals, and community partnerships, becoming the local TurboTax ambassador.
• Connect clients to the Intuit ecosystem with bookkeeping, payroll, and advisory services for year‑round support.

Connaissances

EA/CPA/Attny

PTIN active

1040 filings 3y+

Onsite presence

Tax advisory

Bilingual EN/ES

Description du poste

Intuit, Inc. is seeking motivated individuals for on-site TurboTax Local Service Expert roles to help customers with tax preparation and advisory services.

You will work closely with a team of financial experts, build local clients, and represent TurboTax in the community while leveraging Intuit resources for comprehensive year-round support. The role emphasizes client-centric service, relationship building, and in-person and virtual assistance, with training and growth opportunities across