Tax Expert & Community Growth Leader

Intuit, Inc.; Town of Middleton (WI); On-site; USD 32,000 - 56,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is hiring TurboTax - Local Service Experts to work on-site at a TurboTax location, serving in-person and virtual clients with tax preparation and expert advice.

You will be the connective tissue across tax, bookkeeping, payroll, and advisory services, delivering end-to-end Intuit experiences. You will grow the local client base, participate in community events, and leverage marketing tools to build a thriving practice while ensuring a high-quality customer experience and year-round

Qualifications

• EA/CPA/Attorney with strong tax prep experience.
• Active PTIN to file taxes.
• 3+ years filing 30+ federal/state 1040s per season using professional software; Circular 230 familiar.

Responsibilities

• Provide hands-on tax advice and complete prep for TurboTax clients, including simple to complex tax scenarios.
• Grow local TurboTax client base through community outreach and referrals.

Skills

Enrolled Agent/CPA/Attorney tax prep

PTIN active

3+ yrs tax prep (1040s)

Upskill training

Onsite work

Training & development

Uniforms

Community presence

Bilingual English/Spanish

Holistic tax advisory

Tools

N/A

Job description

Intuit, Inc. is hiring TurboTax - Local Service Experts to work on-site at a TurboTax location, serving in-person and virtual clients with tax preparation and expert advice.

You will be the connective tissue across tax, bookkeeping, payroll, and advisory services, delivering end-to-end Intuit experiences. You will grow the local client base, participate in community events, and leverage marketing tools to build a thriving practice while ensuring a high-quality customer experience and year-round