Tax Advisor & Local Growth Leader

Intuit Inc.

Olympia Fields (IL)

Sur place

USD 36 000 - 54 000

Plein temps

14 jours+

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Avantages offerts par ce poste

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
TurboTax discount

Résumé du poste

Intuit Inc. is seeking year-round TurboTax Local Service Experts to provide in-person and virtual tax services at a TurboTax location in the United States.

You will deliver full-service tax preparation, deliver expert advice, and coordinate with a wider team of specialists to serve clients’ complete financial needs. You will also grow the local client base, engage with the community, and leverage marketing tools to build lasting relationships while helping customers achieve positive financial

Qualifications

  • EA/CPA/Attorney with strong tax preparation experience.
  • Must have PTIN to file taxes.
  • Minimum 3 years filing 30+ federal/state 1040s per season.
  • Willing to upskill into additional services with training.
  • Must work onsite at a TurboTax office location.
  • Must complete required training and development.

Responsabilités

  • Provide hands-on tax advice and complete preparation for clients.
  • Identify deductions, maximize refunds, and plan future taxes.
  • Build relationships with local clients and communities.
  • Collaborate with cross-functional Intuit teams for end-to-end service.
  • Deliver a best-in-class customer experience in person and virtually.

Connaissances

Enrolled Agent
CPA
Attorney license
PTIN holder
Tax preparation
Onsite work
Bilingual
Holistic advisory
Customer service

Formation

Enrolled Agent Certification
CPA license
Attorney license

Outils

Tax preparation software
CRM systems

Description du poste

Intuit Inc. is seeking year-round TurboTax Local Service Experts to provide in-person and virtual tax services at a TurboTax location in the United States.

You will deliver full-service tax preparation, deliver expert advice, and coordinate with a wider team of specialists to serve clients’ complete financial needs. You will also grow the local client base, engage with the community, and leverage marketing tools to build lasting relationships while helping customers achieve positive financial

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