In-Store Tax Expert & Community Advocate

Intuit, Inc.; Orland Park (IL); Vor Ort; USD 43.000 - 48.000; Teilzeit

Benefits dieser Stelle

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Marketing support

Zusammenfassung

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation and tax advice in-person, serving as a trusted advisor to help customers achieve positive financial outcomes.

The role supports community engagement, drives client growth, and leverages TurboTax marketing and software tools. A strong tax background, active PTIN, and willingness to work 20+ hours per week in a

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN as required to file taxes.
• Must possess or obtain related State licenses/certificates.
• Minimum 3 years of paid experience filing 30+ federal and state 1040 returns per season using professional tax preparation software.
• Familiarity with Circular 230.
• Willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to 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.
• Conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize government websites, professional tools, and team expertise to deliver accurate tax solutions.
• Deliver an exceptional customer experience and build long-term relationships.
• Assist with local marketing and community outreach to grow the client base.
• Interact with customers in person and via Intuit’s video tools.

Kenntnisse

EA/CPA/attorney license

PTIN active

Tax preparation experience

Holistic tax advisory

Bilingual English/Spanish

CRM/sales tools proficiency

Strong communication

Front-facing customer service

Tools

Professional tax software

Jobbeschreibung

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation and tax advice in-person, serving as a trusted advisor to help customers achieve positive financial outcomes.

The role supports community engagement, drives client growth, and leverages TurboTax marketing and software tools. A strong tax background, active PTIN, and willingness to work 20+ hours per week in a