Onsite Tax Advisor & Community Advocate

Intuit, Inc.; Camarillo (CA); Vor Ort; USD 45.000 - 50.000; Teilzeit

Benefits dieser Stelle

401(k) Savings Plan with company

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

discounts on Intuit products

Marketing support

Zusammenfassung

Intuit, Inc. is seeking TurboTax - Retail Experts to join our on-site teams at a TurboTax Retail or Flagship location in California.

You will provide full-service tax return preparation, tax advice, and software support to in‑person customers, using your tax knowledge to tailor filings to each client’s situation. You’ll act as a trusted advisor, help grow the local client base, and participate in community outreach with marketing support to build lasting relationships.

Qualifikationen

• 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• 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

Aufgaben

• Give hands‑on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• 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.

Kenntnisse

Tax preparation

Tax advisory

Customer service

Onsite work

Bilingual (English/Spanish)

Jobbeschreibung

Intuit, Inc. is seeking TurboTax - Retail Experts to join our on-site teams at a TurboTax Retail or Flagship location in California.

You will provide full-service tax return preparation, tax advice, and software support to in‑person customers, using your tax knowledge to tailor filings to each client’s situation. You’ll act as a trusted advisor, help grow the local client base, and participate in community outreach with marketing support to build lasting relationships.