TurboTax Local Service Expert — Tax Advisor & Community

Intuit, Inc.; Cerritos (CA); In loco; USD 37.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Descrizione del lavoro

Intuit, Inc. is hiring TurboTax Local Service Experts to deliver end-to-end tax services at a local office. You’ll work onsite, advising clients, preparing returns, and coordinating with a team of specialists to cover business income, deductions, amendments, and planning for personal and small business needs.

You’ll build relationships, expand the client base in the community, and leverage marketing tools to foster year-round prosperity for clients and your practice.

Competenze

• EA, CPA, or attorney with strong tax preparation experience.
• Active PTIN to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040 returns per season.
• Willing to upskill into additional service types with training.

Mansioni

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Identify deductions, minimize liabilities, maximize refunds, and offer planning advice.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with bookkeeping, payroll, and advisory services as needed.
• Deliver a best-in-class customer experience in person and via video tools.

Conoscenze

Tax preparation

Client advisory

Community outreach

Onsite work

Bilingual EN/ES

Formazione

EA/CPA/Attorney credential

Strumenti

Tax software

CRM tools

Descrizione del lavoro

Intuit, Inc. is hiring TurboTax Local Service Experts to deliver end-to-end tax services at a local office. You’ll work onsite, advising clients, preparing returns, and coordinating with a team of specialists to cover business income, deductions, amendments, and planning for personal and small business needs.

You’ll build relationships, expand the client base in the community, and leverage marketing tools to foster year-round prosperity for clients and your practice.