Onsite Retail Tax Expert & Community Advocate

Jobtome; Norwalk (CT); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

TurboTax free copy

Marketing collaboration opportunities

Employee Assistance Program discounts

Job summary

Intuit, a leader in financial software, seeks a TurboTax Retail Expert to serve in-person clients at a local TurboTax Retail or Flagship location. You will provide hands-on tax preparation, tax advice, and software support, while building relationships within the community.

You’ll drive client growth, participate in local marketing efforts, and deliver top-notch customer service in a front-facing retail environment, with a focus on accuracy and compliance.

Qualifications

• Active, unrestricted EA/CPA or attorney license.
• PTIN required to file taxes.
• State licenses or permits may be required.

Responsibilities

• Provide full-service tax return preparation and tax advice.
• Serve clients in-person at TurboTax Retail or Flagship locations.
• Grow the local TurboTax client base through outreach and events.
• Deliver excellent customer experiences and build lasting relationships.
• Represent TurboTax in the community and leverage marketing resources.

Education

EA/CPA/Attorney license

PTIN

State licenses

Job description

Intuit, a leader in financial software, seeks a TurboTax Retail Expert to serve in-person clients at a local TurboTax Retail or Flagship location. You will provide hands-on tax preparation, tax advice, and software support, while building relationships within the community.

You’ll drive client growth, participate in local marketing efforts, and deliver top-notch customer service in a front-facing retail environment, with a focus on accuracy and compliance.