TurboTax Local Service Expert - Onsite Tax Advisor

Intuit, Inc.

Suwanee (GA)

Sur place

USD 32 000 - 56 000

Temps partiel

Il y a 4 jours
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Avantages offerts par ce poste

401(k) Savings Plan
Discounts on Intuit products

Résumé du poste

Intuit, Inc. seeks TurboTax Local Service Experts to provide on-site tax preparation and advisory services at local TurboTax locations across the United States.

You will work with clients in-person and virtually, delivering comprehensive tax solutions and building a local client base with cross‑selling of Intuit services. The role emphasizes end-to-end customer experiences, collaboration with a team of specialists, and community engagement to drive prosperity.

Qualifications

  • EA/CPA/Practicing Attorney with tax preparation experience preferred.
  • Active PTIN required by law to file taxes.
  • 3+ years of paid experience filing 30+ federal/state returns per season using professional software.
  • Willing to upskill into additional service types with training provided by Intuit.
  • Must be onsite at a TurboTax location, 20+ hours/week, 8:00 AM–5:00 PM, Mon–Fri.
  • Willing to complete required training and wear company uniforms.
  • Bilingual English/Spanish a plus; experience in holistic tax advisory.

Responsabilités

  • Provide hands-on tax advice and complete TurboTax client returns, including complex scenarios.
  • Act as a community ambassador to build local client base and forward growth.
  • Connect clients with Intuit ecosystem services (bookkeeping, payroll, financial planning).
  • Deliver excellent customer experience in-person and via video tools.

Connaissances

Tax expertise
Customer service
Communication
Sales tools usage

Formation

EA/CPA/Practicing Attorney

Outils

CRM software

Description du poste

Intuit, Inc. seeks TurboTax Local Service Experts to provide on-site tax preparation and advisory services at local TurboTax locations across the United States.

You will work with clients in-person and virtually, delivering comprehensive tax solutions and building a local client base with cross‑selling of Intuit services. The role emphasizes end-to-end customer experiences, collaboration with a team of specialists, and community engagement to drive prosperity.

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