TurboTax Local Service Expert & Tax Advisor

Intuit, Inc.; South Gate (CA); Sur place; USD 37 000 - 56 000; Plein temps

Avantages offerts par ce poste

401(k) with company match

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Résumé du poste

Intuit, Inc. is hiring TurboTax Local Service Experts to work on-site at a TurboTax location, delivering full-service tax preparation and expert advice.

You will connect clients to specialists for a complete financial picture and help grow the local client base through outreach and partnerships. You will be the trusted guide for individuals and small businesses, helping with personal and business income, deductions, amendments, and planning, while leveraging Intuit resources for year-round

Qualifications

• Enrolled Agent, CPA, or attorney with tax prep experience preferred.
• Active PTIN required by law to file taxes.

Responsabilités

• Provide hands-on tax advice and complete preparation for clients, from simple to complex returns.
• Collaborate with specialists (bookkeeping, payroll, planning) to deliver end-to-end service.
• Grow local client base through outreach, referrals, and community partnerships.
• Act as a local ambassador to build TurboTax brand and client relationships.

Connaissances

Tax software

Customer service

Bilingual English/Spanish

Formation

EA/CPA/Attny credential

Outils

Tax preparation software

CRM system

Description du poste

Intuit, Inc. is hiring TurboTax Local Service Experts to work on-site at a TurboTax location, delivering full-service tax preparation and expert advice.

You will connect clients to specialists for a complete financial picture and help grow the local client base through outreach and partnerships. You will be the trusted guide for individuals and small businesses, helping with personal and business income, deductions, amendments, and planning, while leveraging Intuit resources for year-round