Tax Preparer/bookkeeping/payroll
$31,200–$31,200 year
On-siteShaker Heights, Ohio, United States
Job Summary
Conduct full-service tax return preparation, providing expert advice, calculations, and software support for personal and business clients while navigating complex scenarios like amendments or major life events. Facilitate discovery sessions to uncover deductions, minimize liabilities, and connect clients with complementary services such as bookkeeping, payroll, and financial planning. Act as a proactive community ambassador by identifying prospects, organizing local events, and driving growth through targeted outreach and grassroots marketing initiatives. Deliver a best-in-class customer experience through in-person and virtual interactions, building long-term trust to convert one-time transactions into loyal, multi-year relationships. Work onsite Monday through Friday between 8:00 AM and 5:00 PM, with hours scaling during peak demand.
Required Qualifications
- Active Preparer Tax Identification Number (PTIN)
- Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season
- Comfortable working onsite at a TurboTax office location
- Availability primarily between the hours of 8:00 AM - 5:00 PM local time, Monday through Friday
- Minimum of 20 hours per week
- Willingness to complete all required training and development
- Interest in building a local and online social presence as a TurboTax Expert
- Proficiency with technology, including tax preparation software and CRM/sales tools
Desired Qualifications
- EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience
- Extensive knowledge of tax laws
- Experience in holistic tax advisory services beyond tax filing
- Bilingual (English/Spanish) communication skills
- Passion for empowering customers and helping them overcome the complexities of taxation
- Passion for the local community and excitement to engage with Intuit to build its local presence
- Entrepreneurial and self-driven mindset with a business ownership goal
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor
- Excitement to be showcased as a TurboTax - Local Service Expert in local and national marketing efforts
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