In-Store Tax Expert & Community Advisor

Intuit, Inc.; Melville (NY); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support opportunities

Job summary

Intuit, Inc. is seeking committed TurboTax Retail Experts to join onsite teams at Retail or Flagship locations across the United States. You will deliver in-person tax preparation, advice, and software support while building strong client relationships in the local community.

You’ll act as a trusted advisor, grow the TurboTax client base, and participate in local marketing efforts. This non-exempt, on-site role requires weekly availability including weekends and the ability to work at a TurboTax

Qualifications

• Must hold active EA, CPA, or attorney license.
• Three+ years of paid experience filing 30+ federal/state individual 1040 tax returns per season.

Responsibilities

• Provide hands-on tax return preparation and tax advice for TurboTax customers.
• Perform calculations, and offer software/product support to clients.

Skills

EA/CPA/Attourney license

PTIN

State licenses

3+ years tax return experience

Circular 230 knowledge

onsite retail experience

Bilingual English/Spanish (plus)

Holistic tax advisory

Tools

Tax preparation software

CRM/Sales tools

Job description

Intuit, Inc. is seeking committed TurboTax Retail Experts to join onsite teams at Retail or Flagship locations across the United States. You will deliver in-person tax preparation, advice, and software support while building strong client relationships in the local community.

You’ll act as a trusted advisor, grow the TurboTax client base, and participate in local marketing efforts. This non-exempt, on-site role requires weekly availability including weekends and the ability to work at a TurboTax