In-Store Tax Advisor & Community Builder

Intuit, Inc.; Lake Forest (CA); Vor Ort; USD 45.000 - 50.000; Teilzeit

Zusammenfassung

Intuit, Inc. seeks TurboTax Retail Experts to help customers in person at a TurboTax Retail or Flagship location in the United States. You will provide complete tax return preparation, tax advice, and software support, while building trust and guiding clients to positive financial outcomes.

The on-site role emphasizes community engagement, local marketing, and long-term client relationships as part of a dynamic, retail environment.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• Active PTIN required for filing taxes.
• Minimum 3 years of paid tax preparation experience using professional software.

Aufgaben

• Be a proactive community ambassador for TurboTax locally.
• Engage with new prospects and convert leads into long-term clients.
• Lead local marketing efforts and make taxes approachable for customers.
• Provide hands-on tax advice and complete tax preparation services.
• Deliver exceptional customer service and build lasting client relationships.

Kenntnisse

Tax expertise

Customer service

Community engagement

Bilingual (English/Spanish)

Ausbildung

EA/CPA/Attorney license

Jobbeschreibung

Intuit, Inc. seeks TurboTax Retail Experts to help customers in person at a TurboTax Retail or Flagship location in the United States. You will provide complete tax return preparation, tax advice, and software support, while building trust and guiding clients to positive financial outcomes.

The on-site role emphasizes community engagement, local marketing, and long-term client relationships as part of a dynamic, retail environment.