In-Store Tax Advisor & Community Growth Leader

Intuit, Inc.; Bridgeport (CT); On-site; USD 33,000 - 36,000; Full time

Benefits offered by this job

401(k) matching

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Job summary

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

You will provide in-person tax preparation, expert advice, and personalized support to help customers navigate their tax needs while growing the local client base and community presence. The role emphasizes hands-on tax services, consumer-facing consulting, and collaboration with marketing resources to build trust and long-term relationships with clients in a retail

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• PTIN required to file taxes.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 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

Responsibilities

• Provide 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.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals.
• Connect with people to build long-term trust and turn a one-time transaction into a loyal, multi-year relationship.

Skills

EA license

CPA license

Attorney license

PTIN

3+ years tax returns

Circular 230

Onsite 20h/wk

Bilingual EN/ES

Tax advisory

Tools

Tax software

CRM tools

Job description

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

You will provide in-person tax preparation, expert advice, and personalized support to help customers navigate their tax needs while growing the local client base and community presence. The role emphasizes hands-on tax services, consumer-facing consulting, and collaboration with marketing resources to build trust and long-term relationships with clients in a retail