TurboTax Local Service Expert: Tax & Community Advisor

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

Vantaggi offerti da questo lavoro

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Marketing support access

Descrizione del lavoro

Intuit, Inc. is seeking year-round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support while collaborating with tax professionals across services.

You’ll grow the local TurboTax client base, deliver personalized financial solutions, and participate in community events to strengthen Intuit’s local presence and brand.

Competenze

• EA/CPA or Practicing Attorney with tax preparation experience.
• Active PTIN to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.
• Familiarity with Circular 230.
• Willing to upskill into additional service types with training.
• Must be onsite at a TurboTax office, 20+ hours/week, 8:00–17:00 schedule.
• Willing to complete required training and development.
• Must wear Intuit uniforms and be comfortable with advertising using name/photo.
• Interest in building a local and online social presence.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond tax filing.

Mansioni

• Provide hands-on tax advice and complete preparation services for TurboTax clients.
• Facilitate discovery sessions to uncover deductions and maximize refunds.
• Utilize government resources and team expertise for accurate solutions.
• Act as a community ambassador to grow local client base.
• Lead local events and networking with TurboTax marketing tools.
• Connect clients to bookkeeping, payroll, and advisory services.
• Deliver a best-in-class customer experience in person and via video tools.
• Build long-term relationships and trust with clients.

Conoscenze

Tax preparation

EA/CPA

PTIN holder

Circular 230

Onsite work

Bilingual EN/ES

Client advisory

CRM/sales tools

Strumenti

Tax software

Descrizione del lavoro

Intuit, Inc. is seeking year-round TurboTax Local Service Experts to work onsite at a TurboTax location in the United States. You will provide hands-on tax preparation, expert advice, and software support while collaborating with tax professionals across services.

You’ll grow the local TurboTax client base, deliver personalized financial solutions, and participate in community events to strengthen Intuit’s local presence and brand.