In-Store Tax Advisor & Community Advocate

Intuit, Inc.; Buffalo Grove (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location across the United States. You will provide full-service tax return preparation, tax advice, and software support while engaging with the local community.

The role is on-site, non-exempt, with a minimum of 20 hours per week and potential scaling during peak times. Proactive local outreach and relationship-building are key components of the position.

Qualifications

• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Must reside within the United States.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Bilingual English/Spanish communication skills are a plus.
• Familiarity with Circular 230.
• Must wear a TurboTax uniform.

Responsibilities

• Be a Proactive Community Ambassador representing TurboTax locally and as the public face of TurboTax in the community.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients.
• Lead local marketing with TurboTax support to make taxes approachable.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Handle simple to complex tax situations and perform tax planning advice.
• Deliver accurate tax solutions using government resources and professional tools.
• Create an exceptional customer experience and build long-term client relationships.

Skills

EA/CPA/Attorney

PTIN

Tax prep experience

State licenses

On-site availability

EN/ES bilingual

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location across the United States. You will provide full-service tax return preparation, tax advice, and software support while engaging with the local community.

The role is on-site, non-exempt, with a minimum of 20 hours per week and potential scaling during peak times. Proactive local outreach and relationship-building are key components of the position.