Tax Advisor & Local Growth Lead

Intuit, Inc.; Edmond (OK); On-site; USD 24,000 - 41,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit, Inc. seeks motivated individuals as TurboTax Local Service Experts. You'll provide tax services and advice, helping customers navigate their financial situations in a supportive environment.

Engage with the community, attract clients, and create loyalty while ensuring every client receives expert guidance on their tax needs. Applicants should have tax preparation experience and a commitment to building client relationships.

Qualifications

• Minimum of 3 years experience filing individual 1040 tax returns.
• Strong understanding of tax laws preferred.
• Willing to upskill into bookkeeping and other services.

Responsibilities

• Provide hands-on tax advice and preparation services.
• Build and grow a local customer base for TurboTax.
• Create an exceptional customer experience.

Skills

Tax preparation

Customer service

Community engagement

Bilingual (English/Spanish)

Communication skills

Education

EA or CPA certification

Active Preparer Tax Identification Number

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. seeks motivated individuals as TurboTax Local Service Experts. You'll provide tax services and advice, helping customers navigate their financial situations in a supportive environment.

Engage with the community, attract clients, and create loyalty while ensuring every client receives expert guidance on their tax needs. Applicants should have tax preparation experience and a commitment to building client relationships.