TurboTax Local Tax Advisor & Community Builder

Intuit; Cudahy (CA); Vor Ort; USD 37.000 - 56.000; Vollzeit

Benefits dieser Stelle

401(k) 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 is seeking a TurboTax Local Service Expert to deliver on-site tax preparation and advisory services at a local TurboTax location. You will work with a team of financial professionals to support clients through personal and business tax needs, ensuring a seamless end-to-end Intuit experience.

Expect to grow the local client base, engage with the community, and connect clients with Intuit solutions across bookkeeping, payroll, and financial planning.

Qualifikationen

• Active PTIN required to file taxes.
• 3+ years of paid experience filing 30+ federal/state 1040s per tax season using professional software.
• EA/CPA/Legal credentials preferred.
• Willing to upskill into additional service types with training.

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax clients, including complex situations.
• Grow TurboTax client base through local outreach and community partnerships.
• Coordinate with team of specialists for comprehensive financial services.
• Deliver a best-in-class customer experience in-person and via online tools.

Kenntnisse

Tax preparation

PTIN

EA/CPA/Attorney

Onsite work

Training willing

Uniforms

Bilingual EN/ES

CRM experience

Tools

Tax software

CRM tools

Jobbeschreibung

Intuit is seeking a TurboTax Local Service Expert to deliver on-site tax preparation and advisory services at a local TurboTax location. You will work with a team of financial professionals to support clients through personal and business tax needs, ensuring a seamless end-to-end Intuit experience.

Expect to grow the local client base, engage with the community, and connect clients with Intuit solutions across bookkeeping, payroll, and financial planning.