In-Store Tax Expert & Community Advocate

Intuit, Inc.

Villa Park (IL)

On-site

USD 43,000 - 48,000

Full time

12 days ago

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Benefits offered by this job

401(k) matching
Equity rewards
Performance bonus

Job summary

Intuit seeks highly motivated individuals to join our team as TurboTax Retail Experts, working on-site at TurboTax Retail or Flagship locations across the United States. You will provide full in-person tax return preparation, tax advice, and software support to help customers navigate their tax needs.

You will grow the TurboTax client base in local communities, engaging with clients, learning TurboTax tools, and building long-term relationships while complying with Intuit policies.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • Must have PTIN to file taxes.
  • State licenses, certificates, permits, or bonds required/obtainable.
  • Minimum 3 years of paid tax preparation experience filing 30+ federal/state 1040s per season.
  • Familiarity with Circular 230.
  • Onsite availability Sunday–Saturday, minimum 20 hours/week.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory beyond filing.
  • Willing to wear TurboTax uniform and work in a front-facing retail environment.

Responsibilities

  • Provide in-person tax return preparation and tax advice for TurboTax customers.
  • Perform tax calculations, handle simple to complex tax situations.
  • Lead local marketing efforts and build client relationships.
  • Utilize Intuit resources and CRM tools to deliver accurate solutions.
  • Assist clients in tax planning and future considerations.

Skills

Tax license
PTIN
Circular 230
On-site availability
Bilingual EN/ES
Customer service

Education

EA/CPA/Attorney license

Tools

Tax software
CRM tools

Job description

Intuit seeks highly motivated individuals to join our team as TurboTax Retail Experts, working on-site at TurboTax Retail or Flagship locations across the United States. You will provide full in-person tax return preparation, tax advice, and software support to help customers navigate their tax needs.

You will grow the TurboTax client base in local communities, engaging with clients, learning TurboTax tools, and building long-term relationships while complying with Intuit policies.

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