TurboTax Local Service Expert: Tax & Community Growth

Intuit, Inc.; Brentwood (TN); Vor Ort; USD 37.000 - 56.000; Teilzeit

Benefits dieser Stelle

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Zusammenfassung

Intuit, Inc. seeks a TurboTax Local Service Expert to provide hands-on tax preparation and expert advice at a TurboTax location in the United States.

You will combine tax knowledge with community outreach to grow a local client base and deliver an end-to-end Intuit experience. You will collaborate with specialists across business tax, bookkeeping, payroll, and advisory services, meeting clients in person and via Intuit tools.

Qualifikationen

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Have an active PTIN as 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 preparation software.
• Willing to upskill into additional service types or more complex work areas with training provided by Intuit.
• Must be comfortable working onsite at a TurboTax office location, primarily between 8:00 AM – 5:00 PM local time, for a minimum of 20 hours per week.
• Must be willing to complete all required training and development as determined by the business including compliance training and cross-training of other products or offerings.
• Must be willing to wear Intuit uniforms and be used in advertising.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Embod en a community ambassador mindset to grow a local client base and own your market through outreach and events.
• Connect clients with Intuit solutions like bookkeeping, payroll, and financial planning to address needs.
• Build long-term relationships by delivering a best-in-class customer experience across in-person and virtual interactions.

Kenntnisse

Enrolled Agent / CPA / Attorney

Active PTIN

Tax preparation experience

Prepare 30+ returns per season

Willing to upskill

Onsite 20+ hours/week

Bilingual English/Spanish (bonus)

Jobbeschreibung

Intuit, Inc. seeks a TurboTax Local Service Expert to provide hands-on tax preparation and expert advice at a TurboTax location in the United States.

You will combine tax knowledge with community outreach to grow a local client base and deliver an end-to-end Intuit experience. You will collaborate with specialists across business tax, bookkeeping, payroll, and advisory services, meeting clients in person and via Intuit tools.