In-Store Tax Advisor & Community Advocate

Intuit, Inc.; Chino Hills (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Discounts on Intuit products

Free TurboTax copy

Marketing/network opportunities

Job summary

Intuit, Inc. is seeking motivated TurboTax - Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax returns, tax advice, and software support, while growing the local client base and promoting Prosperity in the community.

Role is non-exempt, onsite, with an emphasis on customer service, local marketing, and building long-term client relationships. Training and marketing support are provided.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• PTIN required by law to file taxes.
• Must possess or obtain related state licenses, permits or bonds.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per season with professional software.
• Familiarity with Circular 230.
• Willingness to work onsite at a TurboTax location, Sunday–Saturday, 20+ hours/week.

Responsibilities

• Provide hands-on tax advice and complete tax preparation services for TurboTax customers, from simple to complex situations.
• Conduct discovery sessions and tax reviews to identify deductions and optimize refunds.
• Deliver accurate tax solutions using government resources and team expertise.

Skills

Tax preparation experience

PTIN

State licenses

Circular 230 familiarity

Onsite 20 hours/week

Bilingual English/Spanish

Retail customer service

CRM/sales tools

Tax software proficiency

Tools

CRM software

Tax preparation software

Job description

Intuit, Inc. is seeking motivated TurboTax - Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax returns, tax advice, and software support, while growing the local client base and promoting Prosperity in the community.

Role is non-exempt, onsite, with an emphasis on customer service, local marketing, and building long-term client relationships. Training and marketing support are provided.