In-Store Tax Advisor & Community Growth Champion

Intuit, Inc.

Manhattan Beach (CA)

On-site

USD 45,000 - 50,000

Full time

5 days ago
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Benefits offered by this job

401(k) Matching
Sick time
Employee Stock Purchase Plan
E&O Insurance
Assistance program
TurboTax product discounts

Job summary

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

You will provide full-service tax return preparation, tax advice, and software support in person, while growing the local client base and delivering a best-in-class customer experience. Candidates should have active EA/CPA credentials, PTIN, and at least 3 years of paid tax prep experience.

Qualifications

  • Active EA/CPA license preferred and PTIN required.
  • State licenses/certificates may be needed.
  • Minimum 3 years of paid tax return preparation experience.
  • Familiarity with Circular 230 is a plus.

Responsibilities

  • Provide hands-on tax advice and complete tax returns for TurboTax customers.
  • Conduct discovery sessions and reviews to optimize deductions and refunds.
  • Deliver exceptional in-person customer experiences and build local client relationships.

Skills

EA/CPA license
PTIN holder
Onsite tax prep
Bilingual EN/ES

Tools

Tax software

Job description

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

You will provide full-service tax return preparation, tax advice, and software support in person, while growing the local client base and delivering a best-in-class customer experience. Candidates should have active EA/CPA credentials, PTIN, and at least 3 years of paid tax prep experience.

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