TurboTax Local Service Expert - Tax & Community Advisor

Intuit, Inc.; Miami (FL); In loco; USD 32.000 - 56.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Savings Plan with company match

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support

Descrizione del lavoro

Intuit, Inc. is seeking a TurboTax Local Service Expert to perform full-service tax preparation and provide expert guidance at a TurboTax location.

You will work with clients in person and virtually, collaborating with specialists across business tax, bookkeeping, payroll, and advisory services to deliver a seamless client experience. You will grow the local client base, participate in community outreach, and help connect clients to Intuit solutions such as bookkeeping, payroll, and financial

Competenze

• EA, CPA, or practicing attorney with tax preparation experience.
• Active PTIN required by law to file taxes.
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax prep software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Must be onsite at a TurboTax office location, 8:00 AM–5:00 PM local time, Monday through Friday, for a minimum of 20 hours per week.
• Must complete all required training and development per business needs.
• Must wear Intuit uniforms and be comfortable using your name/picture for advertising.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual English/Spanish communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Mansioni

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Be a proactive community ambassador and grow a local client base through outreach and partnerships.
• Connect clients with the Intuit ecosystem including bookkeeping, payroll, and financial planning.
• Work onsite with clients and collaborate with a team to deliver end-to-end TurboTax experiences.
• Help build client relationships and drive year-round engagement and loyalty.
• Participate in local events and marketing initiatives to raise TurboTax visibility.

Conoscenze

Enrolled Agent

CPA

Active PTIN

Tax preparation

Bilingual English/Spanish

Customer service

Descrizione del lavoro

Intuit, Inc. is seeking a TurboTax Local Service Expert to perform full-service tax preparation and provide expert guidance at a TurboTax location.

You will work with clients in person and virtually, collaborating with specialists across business tax, bookkeeping, payroll, and advisory services to deliver a seamless client experience. You will grow the local client base, participate in community outreach, and help connect clients to Intuit solutions such as bookkeeping, payroll, and financial