In-Store Tax Expert & Community Advocate

Intuit, Inc.

Hurst (TX)

In loco

USD 42.000 - 64.000

Part-time

5 giorni fa
Candidati tra i primi

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Il tuo curriculum e una lettera di presentazione personalizzati, che corrispondono esattamente a ciò che sta cercando.

Supera i filtri ATS

Vantaggi offerti da questo lavoro

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance

Descrizione del lavoro

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, engage with the local community, and help customers optimise their tax outcomes.

Ideal candidates hold an EA/CPA/attorney license with 3+ years of filing 1040s, PTIN, and familiarity with Circular 230. This role requires on-site availability 20+ hours per week, with opportunities for growth and marketing collaboration.

Competenze

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
  • Must possess or be able to obtain PTIN as required by law.
  • Must be able to 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.
  • Familiarity with Circular 230.
  • Must be onsite at a TurboTax retail or flagship location 20+ hours per week.

Mansioni

  • Be the proactive community ambassador for TurboTax, engaging with prospects and turning them into long-term clients.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
  • Facilitate tax discovery sessions and reviews to optimise deductions and refunds.
  • Deliver an exceptional customer experience through professionalism and genuine client care.
  • Build trust and nurture multi-year relationships through in-person and virtual interactions.

Conoscenze

tax expertise
community engagement
bilingual (English/Spanish)
customer service
on-site readiness

Formazione

EA/CPA/attorney license
PTIN holder
state licenses/certs

Strumenti

Tax software
CRM/sales tools

Descrizione del lavoro

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, engage with the local community, and help customers optimise their tax outcomes.

Ideal candidates hold an EA/CPA/attorney license with 3+ years of filing 1040s, PTIN, and familiarity with Circular 230. This role requires on-site availability 20+ hours per week, with opportunities for growth and marketing collaboration.

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