In-Store Tax Advisor & Retail Expert

Intuit, Inc.; Avondale (AZ); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at Retail or Flagship locations across the United States, delivering in-person tax preparation and advisory services while growing the local client base and community trust.

Ideal candidates hold an active EA/CPA/attorney license with 3+ years of tax filing experience, and are willing to work 20+ hours per week in a front-facing retail environment. Bilingual English/Spanish is a plus.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active 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.
• 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 representing TurboTax locally.
• 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.
• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• 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 that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit’s video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

Customer service

Communication skills

Community engagement

Education

Active EA/CPA/attorney license

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at Retail or Flagship locations across the United States, delivering in-person tax preparation and advisory services while growing the local client base and community trust.

Ideal candidates hold an active EA/CPA/attorney license with 3+ years of tax filing experience, and are willing to work 20+ hours per week in a front-facing retail environment. Bilingual English/Spanish is a plus.