TurboTax Local Service Expert — Onsite Tax Pro & Community Builder

Intuit, Inc.; Shoreline (WA); On-site; USD 37,000 - 56,000; Full time

Benefits offered by this job

401(k) with company matching

Employee Stock Purchase Plan

Discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. seeks a TurboTax Local Service Expert to work on-site at a TurboTax location in the United States. You will deliver hands-on tax preparation, advise clients, and coordinate with specialists across bookkeeping, payroll, and planning to deliver an end-to-end Intuit experience.

You'll build local relationships, grow the client base, and promote TurboTax services while staying compliant and upholding Intuit's mission to empower customers financially.

Qualifications

• EA/CPA/Practicing Attorney with tax preparation experience

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Facilitate discovery sessions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Develop local growth by building relationships and referrals, and presenting TurboTax services to the community.

Skills

Enrolled Agent

CPA

Tax preparation

Onsite work

Training ready

Uniforms

Bilingual English/Spanish

Holistic tax advisory

Job description

Intuit, Inc. seeks a TurboTax Local Service Expert to work on-site at a TurboTax location in the United States. You will deliver hands-on tax preparation, advise clients, and coordinate with specialists across bookkeeping, payroll, and planning to deliver an end-to-end Intuit experience.

You'll build local relationships, grow the client base, and promote TurboTax services while staying compliant and upholding Intuit's mission to empower customers financially.