In-Store Tax Advisor & Community Advocate

Intuit, Inc.; Oak Park (IL); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (free Tur

Free copy of TurboTax

Job summary

Intuit, Inc. is seeking a TurboTax - Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States, delivering in-person tax preparation, advice, and software support for customers.

You will grow the local client base, establish long-term relationships, and drive loyalty with marketing support and tools from TurboTax. The role requires an active EA/CPA/attorney license, 3+ years of paid tax return experience (1040, federal and state), and a PTIN, with flexibility

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Be a Proactive Community Ambassador: Represent TurboTax locally, engage with prospects, nurture leads, and help convert prospects into long-term clients.
• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax customers, handle various tax scenarios, and provide future tax planning advice.
• Deliver a Best in Class Customer Experience: Deliver professional, empathetic service and build long-term trust with clients in person and via TurboTax tools.

Skills

Tax preparation expertise

Customer service

Community outreach

Bilingual English/Spanish

Education

Active EA/CPA/Attorney license

PTIN holder

Job description

Intuit, Inc. is seeking a TurboTax - Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States, delivering in-person tax preparation, advice, and software support for customers.

You will grow the local client base, establish long-term relationships, and drive loyalty with marketing support and tools from TurboTax. The role requires an active EA/CPA/attorney license, 3+ years of paid tax return experience (1040, federal and state), and a PTIN, with flexibility