Onsite Retail Tax Pro: Local Advisor & Growth Builder

Intuit, Inc.

Palos Hills (IL)

Sur place

USD 43 000 - 48 000

Temps partiel

Il y a 10 jours

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Un CV et une lettre de motivation personnalisés, prêts à envoyer.

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Avantages offerts par ce poste

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax product discounts
Marketing and growth opportunities

Résumé du poste

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You’ll provide full-service tax preparation and advice, connect with customers, and grow the local client base with marketing support.

You’ll be a proactive community ambassador, delivering a best-in-class experience while helping clients achieve favorable financial outcomes. On-site, part-time schedule with variable hours.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Have an active PTIN to file taxes.
  • Must be onsite at a TurboTax Retail or Flagship location, 20+ hours/week.
  • Minimum 3 years of paid tax return preparation experience using professional software.
  • Familiarity with Circular 230 and related state licenses.

Responsabilités

  • Provide full service tax return preparation and tax advice for TurboTax customers.
  • Conduct discovery sessions and tax reviews to maximize refunds and plan for future tax obligations.
  • Build local presence and attract new clients through community engagement and marketing support.
  • Deliver excellent customer service in a front-facing retail environment.

Connaissances

Tax preparation experience
Active PTIN
Onsite retail experience
Bilingual English/Spanish
Client advisory skills

Formation

EA/CPA or attorney license

Outils

TurboTax software

Description du poste

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You’ll provide full-service tax preparation and advice, connect with customers, and grow the local client base with marketing support.

You’ll be a proactive community ambassador, delivering a best-in-class experience while helping clients achieve favorable financial outcomes. On-site, part-time schedule with variable hours.

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