In-Store TurboTax Expert & Community Advocate

Intuit, Inc.; Norwalk (CT); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) with company matching

Discounts on Intuit products

Free TurboTax copy

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax return preparation and tax advice to customers.

You will engage with the local community, grow the client base, and deliver a best-in-class customer experience, while complying with company policies and wearing a TurboTax uniform.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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

Responsibilities

• Be a Proactive Community Ambassador: Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community; Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach; Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments); Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice; Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals; Connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship; Interact with customers both in-person and through Intuit’s video tools; Address client inquiries while helping them overcome tax-related challenges.

Skills

Tax expertise

Community outreach

Bilingual (ES)

On-site customer service

Sales oriented

Education

Active EA/CPA/Attny license

Tools

Professional tax software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax return preparation and tax advice to customers.

You will engage with the local community, grow the client base, and deliver a best-in-class customer experience, while complying with company policies and wearing a TurboTax uniform.