TurboTax Local Tax Advisor & Community Builder

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

Résumé du poste

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice and on-site tax return preparation at one of our local TurboTax locations.

You will work closely with a team of specialists to deliver end-to-end tax services and drive local client growth, leveraging Intuit resources to offer bookkeeping, payroll, and financial planning where appropriate. You will engage with clients in-person and virtually, building long-term relationships and delivering a best-in-class

Qualifications

• EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws preferred.
• Active Preparer Tax Identification Number (PTIN) required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax prep software.

Responsabilités

• Provide hands-on tax advice and complete preparation for clients, handling simple to complex scenarios.
• Grow local client base through outreach, events, and partnerships.
• Connect clients with Intuit solutions: bookkeeping, payroll, financial planning, or Credit Karma.

Connaissances

EA/CPA/Attorneys tax prep experience

PTIN active

3+ years federal/state 1040 filings

Upskill in bookkeeping/payroll/adviso​

Onsite availability 20 hrs/week

Training/compliance readiness

Uniforms and branding familiarity

Bilingual English/Spanish a plus

Holistic tax advisory experience

Description du poste

Intuit, Inc. is hiring TurboTax Local Service Experts to provide hands-on tax advice and on-site tax return preparation at one of our local TurboTax locations.

You will work closely with a team of specialists to deliver end-to-end tax services and drive local client growth, leveraging Intuit resources to offer bookkeeping, payroll, and financial planning where appropriate. You will engage with clients in-person and virtually, building long-term relationships and delivering a best-in-class