In-Store Tax Advisor | Retail Expert

NOBEL Women

Downers Grove (IL)

On-site

USD 43,000 - 48,000

Full time

7 days ago
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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products

Job summary

Intuit is seeking on-site TurboTax - Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, advice, and software support in-person, helping clients navigate complex tax situations and maximize refunds.

You will grow the local TurboTax client base, participate in community marketing efforts, and build long-term relationships with clients while working in a fast-paced retail environment.

Qualifications

  • Active tax license (EA/CPA/attorney) or eligible.
  • PTIN required by law to file taxes.
  • Must be able to obtain relevant state licenses or permits.

Responsibilities

  • Provide hands-on tax advice and complete tax returns for TurboTax customers.
  • Conduct discovery sessions and tax reviews to optimize deductions and refunds.
  • Deliver an exceptional customer experience and build long-term client relationships.

Skills

Tax preparation
Onsite sales/customer service
Bilingual English/Spanish
Retail front-facing
CRM/sales tools
Community engagement
Strong communication
Entrepreneurial mindset
Uniform compliance
Independent work in fast-paced env

Education

Enrolled Agent/CPA/Attorney license
PTIN required
State licenses/certificates

Job description

Intuit is seeking on-site TurboTax - Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, advice, and software support in-person, helping clients navigate complex tax situations and maximize refunds.

You will grow the local TurboTax client base, participate in community marketing efforts, and build long-term relationships with clients while working in a fast-paced retail environment.

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