In-Store Tax Expert & Community Advocate

Intuit, Inc.; Ontario (CA); Vor Ort; USD 45.000 - 50.000; Vollzeit

Benefits dieser Stelle

401(k) Savings Plan with company match

Discounts on Intuit products

Zusammenfassung

Intuit is hiring TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, tax advice, and software support to customers, acting as a trusted advisor in a community-focused role.

You will build local client relationships, attract new customers, and deliver a best-in-class experience while collaborating with the TurboTax team and marketing resources to grow the business and ensure client prosperity.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with extensive 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 individual 1040 returns per 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.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must wear a TurboTax uniform and work in a front-facing retail environment.

Aufgaben

• Provide 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.
• Create an exceptional customer experience and build long-term relationships through professionalism and genuine interest in helping clients achieve financial goals.
• Interact with customers in-person and via Intuit's video tools to resolve inquiries and provide support.
• Assist in growing TurboTax client base in the local community through marketing and outreach.

Kenntnisse

Tax expertise

Onsite retail experience

Customer service

Bilingual English/Spanish

Ausbildung

EA/CPA/Attorney license

Tools

Tax software

CRM/Sales tools

Jobbeschreibung

Intuit is hiring TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, tax advice, and software support to customers, acting as a trusted advisor in a community-focused role.

You will build local client relationships, attract new customers, and deliver a best-in-class experience while collaborating with the TurboTax team and marketing resources to grow the business and ensure client prosperity.