In-Store Tax Advisor & Community Finance Coach

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

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

TurboTax free copy

Marketing and collaboration

On-site retail support

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, including Illinois.

You will provide full-service tax return preparation, tax advice, and software support while expanding the local client base. This non-exempt, on-site role requires a current EA/CPA/attorney license or ability to obtain state licenses, and a strong tax prep background.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Active PTIN required to file taxes.
• Must possess or obtain any related state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per season.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail 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.
• Bilingual English/Spanish is 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 in the local TurboTax presence.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Perform discovery sessions and reviews to uncover deductions and maximize refunds.
• Utilize government sites, professional tools, and team expertise for accurate solutions.
• Deliver a best-in-class customer experience through professionalism and genuine help.
• Grow the local client base and foster long-term relationships.
• Interact with customers in-person and via Intuit’s video tools.
• Address client inquiries and assist with tax-related challenges.

Skills

EA/CPA/Attorney license

PTIN active

State licenses

3+ years 1040 returns

Circular 230 familiarity

Onsite retail work

Bilingual English/Spanish

Holistic tax advisory

Uniform required

Front-facing retail

Tools

Professional tax software

CRM/sales tools

Job description

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, including Illinois.

You will provide full-service tax return preparation, tax advice, and software support while expanding the local client base. This non-exempt, on-site role requires a current EA/CPA/attorney license or ability to obtain state licenses, and a strong tax prep background.