Onsite Retail Tax Advisor & Community Builder

Intuit; Beverly Hills (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

TurboTax discount

Marketing support

Job summary

Intuit seeks ambitious individuals to join as year-round TurboTax Retail Experts, working on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, advice, and software support to in-person customers, building trusted, long-term client relationships within the local community.

You’ll engage prospects, drive local marketing efforts, and deliver a best-in-class customer experience while growing your TurboTax client base with guidance

Qualifications

• 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

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 (e.g., saving for retirement, college funds, weddings, or vacations).
• Connect with people to build the 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 state-of-the-art video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

EA/CPA/attorney license

PTIN

State licenses/certificates

Tax preparation experience

Circular 230

Onsite retail work

Bilingual EN/ES

Holistic tax advisory

Uniform required

Front facing

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit seeks ambitious individuals to join as year-round TurboTax Retail Experts, working on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, advice, and software support to in-person customers, building trusted, long-term client relationships within the local community.

You’ll engage prospects, drive local marketing efforts, and deliver a best-in-class customer experience while growing your TurboTax client base with guidance