Onsite Tax Advisor & Community Builder

Intuit, Inc.; Richardson (TX); On-site; USD 32,000 - 60,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

TurboTax product access

Job summary

Intuit, Inc. is seeking energetic TurboTax Retail Experts to service customers in on-site TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax return preparation, tax guidance, and software support, while cultivating local relationships to grow client bases. Ideal candidates bring active EA/CPA/attorney licenses, PTIN, and experience filing 1040s; bilingual skills are a plus.

Qualifications

• Active professional licenses (EA/CPA or attorney) required or in process.
• PTIN active as required by law for tax filing.
• Must have or be able to obtain relevant state licenses and permits.

Responsibilities

• Prepare and review tax returns for TurboTax customers, including simple to complex scenarios.
• Provide tax advice and use TurboTax software for client engagements.
• Build local client base and foster community relationships for recurring business.

Skills

EA/CPA/Attorney license

PTIN active

State licenses eligibility

Education

Active license types (EA/CPA/Attorney)

Job description

Intuit, Inc. is seeking energetic TurboTax Retail Experts to service customers in on-site TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax return preparation, tax guidance, and software support, while cultivating local relationships to grow client bases. Ideal candidates bring active EA/CPA/attorney licenses, PTIN, and experience filing 1040s; bilingual skills are a plus.