In‑Store Tax Pro & Community Advocate

Intuit, Inc.; Arlington (TX); Presencial; USD 34 000 - 44 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

401(k) matching Savings Plan

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Resumo da oferta

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax return preparation, tax advice, and software support, helping customers navigate complex tax situations with a focus on education and community outreach. This role emphasizes building a local client base and long-term relationships while delivering exceptional service.

Qualificações

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsabilidades

• Be a Proactive Community Ambassador: Represent TurboTax locally as a community fixture.
• Nurture leads and convert prospects into long-term clients.
• Lead local marketing efforts to make taxes accessible.
• Provide Tax Expertise: Provide hands‑on tax advice and complete preparation for customers.
• Facilitate discovery sessions to uncover deductions, minimize liabilities, maximize refunds, and provide planning advice.
• Utilize resources to deliver accurate tax solutions in personalized language.
• Deliver a Best in Class Customer Experience: Deliver professional, empathetic service to help clients reach financial goals.
• Build long-term trust turning transactions into ongoing relationships.
• Interact with customers in-person and via video tools.
• Address client inquiries and help overcome tax challenges.

Conhecimentos

Active EA/CPA/attorney license

PTIN

Bilingual English/Spanish

Tax returns expertise

Customer service

Ferramentas

Tax software

CRM tools

Descrição da oferta de emprego

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax return preparation, tax advice, and software support, helping customers navigate complex tax situations with a focus on education and community outreach. This role emphasizes building a local client base and long-term relationships while delivering exceptional service.