TurboTax Local Service Expert - Onsite Tax Pro

Intuit, Inc.; Bloomfield Hills (MI); Vor Ort; USD 32.000 - 56.000; Vollzeit

Benefits dieser Stelle

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 a freeTur

Marketing support and growth network

Zusammenfassung

Intuit, Inc. in the United States is seeking TurboTax - Local Service Experts to join new local TurboTax locations. You’ll deliver on-site tax preparation, advisory services, and community outreach, collaborating with a team to ensure end-to-end client experiences.

You’ll help clients through personal and business tax matters, build local relationships, and grow TurboTax’s presence with local events and partnerships, using Intuit tools and guidance to drive prosperity.

Qualifikationen

• EA/CPA/Attorney with strong tax prep experience and tax-law knowledge.
• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040 returns per season with professional software; familiar with Circular 230.
• Willing to upskill into bookkeeping/payroll/advisory with training from Intuit.
• Must be onsite at a TurboTax office 8:00–17:00, 20+ hours/week; hours may surge during tax season.
• Willing to complete training and development as required; uniforms and branding usage.
• Interested in building a local and online presence as a TurboTax Expert, creating tax tips/resources for the community.
• English/Spanish bilingual skills a plus.
• Experience in holistic tax advisory beyond filing.

Aufgaben

• Provide hands-on tax advice and complete preparation for TurboTax clients across personal and business situations.
• Assist with simple to complex tax scenarios, deductions optimization, and amendments.
• Run discovery sessions and tax reviews to uncover deductions and plan for the future.
• Deliver accurate tax solutions in plain, everyday language.
• Grow local client base through outreach, events, and partnerships with TurboTax marketing support.
• Coordinate with specialists to connect clients with bookkeeping, payroll, or advisory services.
• Develop relationships to build trust and long-term client portfolios.
• Deliver exceptional customer experience across in-person and virtual channels.

Kenntnisse

EA/CPA/Attorney

Tax preparation experience

PTIN active

Upskill into bookkeeping/payroll

Onsite availability

Training & compliance

Uniforms & branding

Bilingual English/Spanish

Holistic tax advisory

Tools

Tax preparation software

CRM tools

Jobbeschreibung

Intuit, Inc. in the United States is seeking TurboTax - Local Service Experts to join new local TurboTax locations. You’ll deliver on-site tax preparation, advisory services, and community outreach, collaborating with a team to ensure end-to-end client experiences.

You’ll help clients through personal and business tax matters, build local relationships, and grow TurboTax’s presence with local events and partnerships, using Intuit tools and guidance to drive prosperity.