Tax Pro & Local Advisor — Grow Client Relationships
Intuit Inc.
Intuit Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide tax preparation, advice, and software support to customers in person, while growing the local client base and building lasting relationships in your community. The role requires on-site availability, licensing (EA/CPA/attorney) or PTIN, and a minimum of 3 years of tax filing experience using professional software. #J-18808-Ljbffr Intuit Inc.
- ...across the United States. You will provide in-person tax return preparation, tax advice, and software support while building trusted relationships in your local community. You’ll engage customers, grow your client base, and contribute to marketing efforts with the TurboTax...Local areaTax
$41.71k - $69k
...needs-based assessments to grow loyalty and identify... ...solutions). Offers clients advice and guidance on... ...appointments, and building new relationships within the community.... ...-time roles will be pro-rated based on number... ...applicable federal, state and local law. BMO is...Local areaContract workPart timeImmediate startDay shift- ...United States. You will perform in‑person tax return preparation and provide tax... ...engaging with customers and building local relationships. You will active-ly promote TurboTax... ..., supporting marketing efforts and growing a local client base. #J-18808-Ljbffr Intuit Inc.Local areaTax
- ...You’ll provide full-service tax preparation, advice, and product... ...person and building lasting relationships within your community. You’ll... ..., market to attract new clients, and collaborate with TurboTax marketing and tools to grow your local client base while delivering...Local areaTax
$20 - $22 per hour
Position Summary The Relationship Banker role combines the duties of a... ...Loan & Credit Processing Refer clients with credit needs to the... ...qualifications, relevant experience, and local market trends. The role may... ...assistance program, pre‑tax health savings accounts, and...Local areaTaxTemporary workWork at officeFlexible hoursShift work- ...United States. You will provide hands-on tax return preparation, tax advice, and... ...-person customers, acting as a trusted advisor in the community. The role emphasizes growing the local client base, building long-term relationships, and delivering a best-in-class customer...Local areaTax
- Intuit is seeking Tax Experts for TurboTax Store locations across the United States on... ...helping customers navigate tax needs while growing the local client base. You will work onsite with TurboTax products, building relationships and delivering a confident, approachable...Local areaTaxSeasonal work
- Intuit is hiring a Tax Associate for TurboTax Store locations on a seasonal... ...provide advice, and engage with the local community to grow the client base. This role requires onsite presence... ...solutions and building long-term relationships through proactive outreach and high-...Local areaTaxSeasonal work
- ...States. You will provide full-service tax return preparation, tax advice, and software... ..., leveraging marketing support to grow your local client base. You will be a proactive... ...clients save time and money while building long-term relationships. #J-18808-Ljbffr Intuit Inc.Local areaTax
- ...across the United States. You will deliver in-person tax return preparation, tax advice, and software... ...tax situations with clear, everyday language. You’ll grow the local client base, create long-term relationships, and participate in community outreach, using Intuit...Local areaTax
$41.71k - $69k
...needs‑based assessments to grow loyalty and identify... ...solutions). Offers clients advice and guidance on... ...appointments, and building new relationships within the community.... ...‑time roles will be pro‑rated based on number of... ...applicable federal, state and local law. BMO is committed...Local areaContract workPart timeImmediate startDay shift$102k - $190k
...Serves as the primary relationship manager for high-... ...-net-worth (UHNW) clients, delivering a comprehensive... ...sources to grow business in the assigned... ..., estate, tax optimization). Collaborates... ...time roles will be pro-rated based on... ...federal, state and local law. BMO is...Local areaTaxFull timeContract workPart timeShift work$1,000 per month
...practice while engaging local and nationwide experts,... ...build your business and client base Develop and execute... ...round, you can continue to grow your practice and obtain... ...Representative or Advisor role upon graduation. #LI... ...contractors 1 for income tax purposes, and a "statutory...Local areaTaxFull timeContract workFor contractorsInternshipFlexible hours$104k - $128k
Position SummaryThe Fiduciary Advisor (FA) is responsible for... ...Wealth Management clients. The Fiduciary Advisor manages fiduciary relationships, ensuring client... ...relevant experience, and local market trends. The role... ...take advantage of pre-tax health savings accounts...Local areaTaxFull timeTemporary workWork at officeFlexible hours- Wintrust Financial Corporation is hiring for a full-time Relationship Banker in the Chicago area. You will build relationships, assess customer financial needs, and connect clients with Mortgage and Wealth Management experts. You will also handle teller duties, account...Hourly payFull time
- ...With over 9 million clients and 20,000 financial advisors across the U.S. and... ...you’ll develop and grow your own practice, supported... ...Build relationships to create new clients... ...positively impacting your local community? Skills/Requirements... ...plan, and tax-advantaged accounts:...Local areaTaxTraineeshipWork at officeWork from homeHome officeFlexible hours
- ...seeking year-round TurboTax Retail Experts to perform in-person tax preparation and advisory services at TurboTax Retail or... ...with customers, prepare returns, provide tax guidance, and help grow the local client base through community engagement. The role is onsite, non-exempt...Local areaTax
- ...You will serve in-person customers, applying tax expertise to prepare returns and provide software support as a trusted advisor in a friendly retail setting. You’ll grow the local client base, build long-term relationships, and collaborate with marketing to make taxes...Local areaTax
$90k - $135k
...understand the challenges clients face making it well-... ...-statement models, and pro-forma scenario models.... ...development of a fast-growing, entrepreneurial consulting... ...the interdisciplinary relationships that give us the edge,... ...under federal, state, or local law. Equal...Local areaFull timeWork experience placement- ...the United States. This onsite role blends tax expertise with community engagement and entrepreneurship to grow a local client base. You will provide in-person tax preparation... ...support, building long-term client relationships and delivering a premier customer experience...Local areaTax
$31 - $34.5 per hour
...TurboTax Retail Experts to help customers with in-person tax needs at TurboTax Retail or Flagship locations across the... ...tax advice, complete tax return preparation, and support clients while growing the local TurboTax client base and community presence. Must be onsite...Local areaTaxHourly pay- ...Flagship locations in the United States. You will provide full-service tax preparation, tax advice, and software support to in-person customers, growing the local client base and building lasting relationships. The role requires 3+ years of tax prep, active licenses (EA/CPA/...Local areaTax
- ...Flagship locations, providing in-person tax preparation, advice, and product... ...navigate complex tax situations while growing the local client base. As a proactive community ambassador... ...in plain language, and build lasting relationships through exceptional service. #J-1880...Local areaTax
- ...customers in-person at a TurboTax Retail or Flagship location. You will provide full-service tax returns, advice, and software support, while fostering local client relationships and contributing to community outreach. This on-site, non-exempt role requires active tax...Local areaTax
- ...Retail or Flagship locations across the United States. You will assist customers with in-person tax preparation, advice, and software support, while growing your local client base and fostering loyalty. You’ll engage with customers, deliver accurate tax solutions in...Local areaTaxWork at office
- ...customers in-person at a TurboTax Retail or Flagship location. You’ll provide full tax return preparation, advice, and software support while engaging with the local community to grow a loyal client base. You’ll work onsite, represent TurboTax publicly, and help clients...Local areaTax
- Intuit seeks motivated individuals for Tax Associate - TurboTax Store to help customers... ...and advisory support, serving clients in-person and virtually while growing your local customer base and building lasting relationships. This seasonal/part-time role offers onsite...Local areaTaxPart timeSeasonal workWeekend work
$48.24k - $58.97k
...enabling the communities we support to grow and succeed. We believe it takes all of... ...—all from Day One. Job Description Client Relationship Consultants build relationships with customers... ...checks consistent with applicable local laws, including the Los Angeles County...Local areaFull timeTemporary work$70k - $80k
...seeking an Associate Wealth Advisor to join our team! The... ...on each of our unique clients’ goals and aspirations.... ...and enhance client relationships through active participation... ..., risk management, tax, estate, and investment... ...characteristic protected by local, state and/or federal...Local areaTaxWork at officeRemote work2 days per week$60k - $80k
...Bohanon, the Jobot Pro hosting this job. Compensation... ...on experience. Tax Staff $60,000 - $80... ...bit about us: Our client is a boutique... ...building long‑term relationships with both our... ...learning happens daily. Grow your career. We... ...federal, state, or local laws. Jobot also prohibits...Local areaTaxHourly payPermanent employmentWork at office
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