Tax Expert & Local Growth Advisor (Onsite)

Intuit Careers; Folsom (CA); In loco; USD 37.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Descrizione del lavoro

Intuit seeks year‑round TurboTax Local Service Experts at TurboTax locations across the United States. You will perform full‑service tax return preparation, provide expert tax advice, and connect clients with a broader suite of Intuit services in person and virtually.

You will collaborate with specialists to deliver end‑to‑end solutions, grow the local client base, and build trusted advisor relationships. This is an onsite, nonexempt role with flexible hours during peak seasons.

Competenze

• EA/CPA/Practicing Attorney with strong tax preparation experience and extensive tax-law knowledge.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software; familiarity with Circular 230.
• Willing to upskill into additional service types (bookkeeping, payroll, advisory) with training provided by Intuit.
• Onsite work at a TurboTax location; 8:00 AM – 5:00 PM local time, at least 20 hours per week.
• Must complete required training and development; uniforms and name usage for advertising.
• Interest in building local and online social presence as a TurboTax Expert; marketing compliance.
• Bilingual English/Spanish a plus; experience in holistic tax advisory beyond filing.

Mansioni

• Provide hands-on tax advice and complete preparation services for TurboTax clients, from simple to complex scenarios.
• Act as a local community ambassador and drive growth of the client base through outreach and partnerships.
• Connect clients with Intuit ecosystem solutions like bookkeeping, payroll, and financial planning.
• Build long-term relationships and deliver a best-in-class customer experience for year-round support.
• Represent TurboTax in local and online marketing efforts and events.

Conoscenze

Tax preparation

Tax advisory

Bilingual (English/Spanish)

Upskilling into bookkeeping/payroll

Formazione

EA (Enrolled Agent) / CPA / Practicing Attorney tax credentials

Strumenti

Professional tax software

CRM/sales tools

Descrizione del lavoro

Intuit seeks year‑round TurboTax Local Service Experts at TurboTax locations across the United States. You will perform full‑service tax return preparation, provide expert tax advice, and connect clients with a broader suite of Intuit services in person and virtually.

You will collaborate with specialists to deliver end‑to‑end solutions, grow the local client base, and build trusted advisor relationships. This is an onsite, nonexempt role with flexible hours during peak seasons.