Onsite Retail Tax Expert & Community Advisor

Intuit, Inc.; Lisle (IL); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

Discounts on TurboTax products

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States.

You will provide hands-on tax return preparation, tax advice, and software support to customers, while growing the local client base and delivering a best-in-class experience. Role requires active tax licenses (EA/CPA/attorney), PTIN, and state licensure eligibility; 3+ years of returns experience; willingness to work 20+ hours/week onsite; bilingual English/Spanish is

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• PTIN required to file taxes.
• Must possess or obtain state licenses/certificates.
• Minimum 3 years of paid tax return preparation (30+ returns/season).
• Familiarity with Circular 230.
• Onsite at TurboTax location 20+ hours/week.

Responsibilities

• Provide full-service tax return preparation and advice.
• Perform tax calculations and software-assisted support.
• Discover deductions, plan future tax strategies.
• Deliver excellent customer experience in a retail setting.

Skills

Tax expertise

Tax preparation

Customer service

Onsite presence

Bilingual (EN/ES)

Education

EA/CPA/license

Tools

Tax software

CRM / sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States.

You will provide hands-on tax return preparation, tax advice, and software support to customers, while growing the local client base and delivering a best-in-class experience. Role requires active tax licenses (EA/CPA/attorney), PTIN, and state licensure eligibility; 3+ years of returns experience; willingness to work 20+ hours/week onsite; bilingual English/Spanish is