Onsite Retail Tax Expert & Community Advocate

Jobtome; Alhambra (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) with match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Collaboration with TurboTax network

Marketing support

Job summary

Intuit is seeking energetic TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will deliver hands-on tax preparation, tax advice, and software support to in-person customers, while building local relationships and expanding TurboTax’s community presence.

This non-exempt, on-site role offers a pathway to client growth, referrals, and strong benefits. As part of a collaborative team, you’ll leverage tax knowledge and marketing support to

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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.
• 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.
• 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.
• 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

3+ years tax returns

Circular 230

Onsite 20hrs/wk

Social presence

Bilingual English/Spanish

Holistic tax advisory

Uniform

Retail environment

Job description

Intuit is seeking energetic TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will deliver hands-on tax preparation, tax advice, and software support to in-person customers, while building local relationships and expanding TurboTax’s community presence.

This non-exempt, on-site role offers a pathway to client growth, referrals, and strong benefits. As part of a collaborative team, you’ll leverage tax knowledge and marketing support to