In-Store Tax Advisor & Community Growth Advocate

Intuit

Bellevue (WA)

On-site

USD 68,000 - 75,000

Full time

14 days+

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Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discounts

Marketing/Network collaboration

Job summary

Intuit in the United States seeks TurboTax Retail Expert to work on-site at a TurboTax Retail or Flagship location, delivering tax expertise and friendly service to customers. You will provide hands-on tax preparation, tax advice, and software support, while growing the local client base through community outreach, referrals, and in-store events.

This non-exempt, front-face role requires weekend availability and a commitment to helping clients achieve positive financial outcomes.

Qualifications

Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
Have an active PTIN as required by law to file taxes.
Must possess or be able to obtain 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
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: Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
Deliver a Best in Class Customer Experience: Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.
Address client inquiries while helping them overcome tax-related challenges.