Tax Advisor & Local Growth Strategist

Intuit, Inc.; Birmingham (AL); Vor Ort; USD 37.000 - 56.000; Vollzeit

Benefits dieser Stelle

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products, free Tur

Marketing support

Zusammenfassung

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Expert team in a TurboTax location across the United States.

You will provide hands-on tax preparation, offer expert guidance on personal and business tax needs, and collaborate with a broader team to deliver end-to-end service. This on-site role emphasizes community engagement and client growth, with a focus on delivering an exceptional customer experience.

Qualifikationen

• EA, CPA, or Practicing Attorney with strong tax preparation experience.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season.
• Willing to upskill into additional service types or more complex work areas with training.
• Must be comfortable working onsite at a TurboTax office location (8:00 AM–5:00 PM, Mon–Fri, at least 20 hours/week).

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex situations.
• Be a proactive community ambassador and grow the local client base through outreach and partnerships.
• Coordinate with specialists covering bookkeeping, payroll, and financial planning for comprehensive solutions.
• Deliver an exceptional customer experience in-person and via Intuit video tools.

Kenntnisse

Tax prep

Customer service

Community outreach

Bilingual EN/ES

Ausbildung

EA Credential

CPA Credential

Attorney at Law

Tools

TurboTax

CRM software

Tax software

Jobbeschreibung

Intuit, Inc. is seeking motivated individuals to join our TurboTax Local Service Expert team in a TurboTax location across the United States.

You will provide hands-on tax preparation, offer expert guidance on personal and business tax needs, and collaborate with a broader team to deliver end-to-end service. This on-site role emphasizes community engagement and client growth, with a focus on delivering an exceptional customer experience.