Onsite Retail Tax Expert & Community Advisor

Intuit, Inc.; Buffalo Grove (IL); Sur place; USD 43 000 - 48 000; Temps partiel

Avantages offerts par ce poste

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Free TurboTax copy

Marketing support

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 in-person tax return preparation, tax advice, calculations, and software/product support to help customers navigate federal and state returns with personalized service. Ideal candidates hold active EA/CPA/attorney licenses with 3+ years of paid tax return experience, can work onsite 20+ hours weekly, and are comfortable engaging with the local

Qualifications

• Active EA/CPA/Attorney license with strong tax preparation experience.
• Must have active PTIN to file taxes.
• Must possess or be able to obtain state licenses/certificates/permits.

Responsabilités

• Represent TurboTax locally as a trusted advisor and grow the client base in the community.
• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Deliver best-in-class customer experience in-person and via video tools.
• Assist clients with tax planning and deductions and address inquiries.

Connaissances

Tax expertise

PTIN holder

Onsite retail experience

Bilingual (English/Spanish)

Customer service

CRM tools proficiency

Strong communication

Formation

EA/CPA/Attorney license

PTIN active

State licenses/certificates

Outils

Tax preparation software

CRM 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 in-person tax return preparation, tax advice, calculations, and software/product support to help customers navigate federal and state returns with personalized service. Ideal candidates hold active EA/CPA/attorney licenses with 3+ years of paid tax return experience, can work onsite 20+ hours weekly, and are comfortable engaging with the local