In-Store Tax Pro & Community Growth Advocate

Intuit, Inc.; Santa Ana (CA); Vor Ort; USD 45.000 - 50.000; Teilzeit

Benefits dieser Stelle

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

EBO Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free copy of TurboTax

Zusammenfassung

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

You will perform in-person tax return preparation, tax advice, calculations, and software support while building relationships in the local community. The role emphasizes growing the TurboTax client base, providing personalized tax solutions, and partnering with marketing support to foster prosperity in the community.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Must have or be able to obtain PTIN and state licenses.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
• Familiarity with Circular 230 and onsite work at a TurboTax location.
• Ability to work Sundays through Saturdays for at least 20 hours weekly.

Aufgaben

• Serve as a proactive community ambassador at TurboTax Retail locations.
• Provide hands-on tax advice and complete tax returns for customers.
• Deliver exceptional customer experience and build long-term client relationships.

Kenntnisse

Tax preparation experience

Onsite retail experience

Bilingual English/Spanish

CRM/sales tools

Strong communication

Circular 230 knowledge

Tools

Tax preparation software

CRM software

Intuit TurboTax

Jobbeschreibung

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

You will perform in-person tax return preparation, tax advice, calculations, and software support while building relationships in the local community. The role emphasizes growing the TurboTax client base, providing personalized tax solutions, and partnering with marketing support to foster prosperity in the community.