**Job Title:** Tax Partner - Private Client Services (PCS) **Job Responsibilities:** The Tax Partner for the Private Client Services (PCS) team at the company will be responsible for a variety of tasks that encompass new business opportunities, client servicing, and leadership roles. Key responsibilities include: - Performing partner-level compliance review and tax return signoff. - Handling client consultations on planning opportunities and changes in tax law. - Working
Job Title: Policy Advocacy Manager Job Responsibilities: The Policy Advocacy Manager will be responsible for advancing the organization's mission through comprehensive policy research, analysis, and education within California. Key duties include developing evidence-based policy recommendations, creating educational materials, and fostering community partnerships to support advocacy efforts. The role involves leading the development and implementation of policy and advocacy
Job Title: Seasonal Tax Reviewer Job Responsibilities: - Review prepared tax returns for individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance. - Act as a technical resource and provide guidance to tax preparers on complex tax questions. - Interface frequently with client personnel to review and apply accounting and tax principles. - Contact clients by phone or email to gather necessary information for tax returns. - Review files to ensure they h
TurboTax Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tacklin
Seasonal Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and acti
Seasonal Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
Seasonal Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.
Seasonal Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquirie