Onsite Retail Tax Expert & Community Advisor

Intuit, Inc.; Newport Beach (CA); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Discounts on Intuit products including

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax preparation, tax advice, and software support to help customers achieve positive financial outcomes. As a trusted advisor, you’ll grow our local client base, deliver a best-in-class customer experience, and collaborate with a team of financial professionals.

Qualifications

• Must hold active EA/CPA or attorney license and PTIN.
• Minimum 3 years of paid tax preparation experience.
• Strong knowledge of tax laws and preparation software.

Responsibilities

• Provide hands-on tax preparation and tax advice to customers.
• Assist with complex tax scenarios and deductions.
• Build local client base and foster long-term relationships.
• Deliver exceptional customer service in a retail environment.

Skills

Tax preparation

Customer engagement

On-site sales

Community outreach

Education

Active EA/CPA/Attorney license

PTIN registration

Tools

Tax preparation software

CRM/Sales tools

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax preparation, tax advice, and software support to help customers achieve positive financial outcomes. As a trusted advisor, you’ll grow our local client base, deliver a best-in-class customer experience, and collaborate with a team of financial professionals.