In-Store TurboTax Expert & Community Advocate

Intuit, Inc.; Montebello (CA); Sur place; USD 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Marketing and growth opportunities

Résumé du poste

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax advice and full-service return preparation for in-person customers, while growing the local client base and delivering an exceptional customer experience.

The role emphasizes community engagement and the ability to communicate tax concepts clearly, with opportunities to build long-term client relationships within your local market.

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• Must have PTIN to file taxes.
• Must reside within the United States and be willing to work onsite.

Responsabilités

• Be a Proactive Community Ambassador by representing TurboTax locally.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients.
• Lead and participate in local marketing to make taxes approachable.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize liabilities, maximize refunds, and provide planning advice.
• Utilize resources such as government sites, professional tools, and team expertise to deliver accurate tax solutions.

Connaissances

Bilingual English/Spanish

Customer outreach

Strong tax knowledge

Formation

Active EA, CPA, or attorney license

PTIN holder

State licenses/certificates/bonds

Outils

CRM/Sales tools

Description du poste

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax advice and full-service return preparation for in-person customers, while growing the local client base and delivering an exceptional customer experience.

The role emphasizes community engagement and the ability to communicate tax concepts clearly, with opportunities to build long-term client relationships within your local market.