Tax Pro & Local Growth Advocate

SonicJobs; Suwanee (GA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts on Intuit offerings

Job summary

Intuit is seeking a TurboTax - Local Service Expert to deliver comprehensive tax preparation and advisory services onsite at a TurboTax location in the United States. You will work closely with a team of financial experts to serve in-person and virtual clients, building deep client relationships and driving local growth.

The role emphasizes full-service tax preparation, personalized tax planning, and connecting clients with additional Intuit services, with training provided and a strong emphasis

Qualifications

• Experience preparing personal and small business tax returns using professional software.
• Active PTIN required to file taxes.
• Familiarity with Circular 230 rules and professional standards.

Responsibilities

• Provide hands-on tax advice and complete tax return preparation for TurboTax clients.
• Grow local TurboTax client base through community outreach and partnerships.
• Coordinate with Intuit specialists to deliver end-to-end tax solutions and advisory services.

Skills

Tax preparation experience

PTIN active

30+ returns per season

Circular 230 knowledge

Onsite client service

Job description

Intuit is seeking a TurboTax - Local Service Expert to deliver comprehensive tax preparation and advisory services onsite at a TurboTax location in the United States. You will work closely with a team of financial experts to serve in-person and virtual clients, building deep client relationships and driving local growth.

The role emphasizes full-service tax preparation, personalized tax planning, and connecting clients with additional Intuit services, with training provided and a strong emphasis