Onsite Tax Advisor & Community Growth Expert

Intuit Inc.

Skokie (IL)

On-site

USD 43,000 - 47,000

Part time

14 days+
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Benefits offered by this job

Free TurboTax copy
Bonus eligibility
Equity rewards
Benefits

Job summary

Intuit Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States.

You will handle in-person tax preparation, provide tax insight, and empower customers to achieve positive financial outcomes while growing your local client base. You will engage with the community, build long-term relationships, and leverage marketing support to grow a thriving tax practice.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN as required by law to file taxes.
  • Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax prep software.
  • Familiarity with Circular 230.
  • Must be willing to wear a TurboTax uniform.
  • Must be willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
  • Must reside within the United States.
  • Bilingual English/Spanish a plus.

Responsibilities

  • Be the proactive community ambassador, representing TurboTax locally and serving as a public face.
  • Provide hands-on tax advice and complete preparation services for customers across simple to complex returns.
  • Deliver exceptional customer experience and build long-term client relationships in-store and via TurboTax tools.

Skills

Tax expertise
Customer service
On-site readiness
Bilingual English/Spanish

Education

EA/CPA/Attorney license
PTIN holder
State licenses

Tools

Tax preparation software
CRM/Sales tools

Job description

Intuit Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States.

You will handle in-person tax preparation, provide tax insight, and empower customers to achieve positive financial outcomes while growing your local client base. You will engage with the community, build long-term relationships, and leverage marketing support to grow a thriving tax practice.

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