Onsite Retail Tax Expert & Community Advisor

Intuit; Stamford (CT); In loco; USD 44.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Collaboration opportunities with Turbo

Descrizione del lavoro

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will prepare taxes, provide expert tax advice, and help clients maximize refunds while growing your local client base with marketing support from Intuit.

Responsibilities include in-person service, discovery sessions, and building lasting relationships in the community. Requires active EA/CPA/attorney license and at least 3 years of preparer experience; bilingual EN/ES

Competenze

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
• PTIN required to file taxes.
• Must reside within the United States and be able to work onsite.

Mansioni

• Provide hands-on tax advice and complete tax return preparation for TurboTax customers.
• Conduct discovery sessions to uncover deductions and plan future taxes.
• Deliver a best-in-class customer experience and build long-term client relationships.
• Work onsite at a TurboTax Retail or Flagship location, including weekends as needed.

Conoscenze

Tax preparation

Client advisory

Bilingual EN/ES

Onsite availability

Formazione

EA/CPA/Attorney license

Strumenti

Tax software

CRM systems

Descrizione del lavoro

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will prepare taxes, provide expert tax advice, and help clients maximize refunds while growing your local client base with marketing support from Intuit.

Responsibilities include in-person service, discovery sessions, and building lasting relationships in the community. Requires active EA/CPA/attorney license and at least 3 years of preparer experience; bilingual EN/ES