Onsite Tax Advisor & Community Advocate (Retail)

Intuit, Inc.; Greenwich (CT); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Product discounts

Stock purchase plan

Employee Assistance Program

Job summary

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support, while growing the local client base and delivering a best-in-class customer experience.

Qualified candidates have active EA/CPA/attorney credentials, 3+ years of federal/state 1040 preparation, and a willingness to work onsite at a retail location 20+ hours weekly.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active 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 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
• 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 representing TurboTax locally and being a public face 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 efforts to make taxes accessible.
• Provide 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 liabilities, maximize refunds, and provide future planning advice.
• Utilize government sites, professional tools, and team expertise to deliver accurate tax solutions in everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long-term trust and relationships.
• Interact with customers in-person and via Intuit’s video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

Tax preparation

Customer service

Community outreach

Sales/marketing

On-site retail work

Bilingual English/Spanish

Education

EA/CPA/Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support, while growing the local client base and delivering a best-in-class customer experience.

Qualified candidates have active EA/CPA/attorney credentials, 3+ years of federal/state 1040 preparation, and a willingness to work onsite at a retail location 20+ hours weekly.