Onsite Tax Advisor & Community Advocate

Intuit, Inc.; Lewisville (TX); Vor Ort; USD 34.000 - 55.000; Teilzeit

Benefits dieser Stelle

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Free TurboTax copy

Marketing opportunities

Product discounts

Zusammenfassung

Intuit is seeking enthusiastic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, expert advice, and software support, helping customers navigate complex tax scenarios with clarity and care.

You’ll also play a key role in growing the local TurboTax client base, building relationships, and delivering a best-in-class customer experience in a friendly retail environment.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• 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.

Aufgaben

• Be a Proactive Community Ambassador: represent TurboTax locally, nurture leads, and drive local marketing efforts.
• Provide Tax Expertise: hands‑on tax advice and complete preparation services for TurboTax customers, covering simple to complex scenarios.
• Deliver a Best in Class Customer Experience: ensure professional, empathetic service and build long‑term client relationships.
• Grow TurboTax client base within local community using TurboTax resources and marketing support.

Kenntnisse

Tax preparation

Customer service

Communication

CRM software

Ausbildung

EA/CPA license

Attorney license

Tools

Professional tax software

CRM tools

Jobbeschreibung

Intuit is seeking enthusiastic TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, expert advice, and software support, helping customers navigate complex tax scenarios with clarity and care.

You’ll also play a key role in growing the local TurboTax client base, building relationships, and delivering a best-in-class customer experience in a friendly retail environment.