Onsite Tax Advisor & Community Growth Lead

Intuit, Inc.

Santa Ana (CA)

Sur place

USD 45 000 - 50 000

Plein temps

Il y a 3 jours
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Avantages offerts par ce poste

401(k) Savings Plan with company match
Employee stock purchase plan
Discounts on Intuit products

Résumé du poste

Intuit, Inc. is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support, serving as a trusted advisor in the community.

Ideal candidates have active tax credentials (EA/CPA/Attorney), PTIN, and at least 3 years of tax return experience using professional software. Onsite availability 20+ hours weekly is required; bilingual English/Spanish is a plus.

Qualifications

  • Active, unrestricted EA/CPA or attorney license.
  • Must have PTIN to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds.
  • Minimum 3 years of paid tax return prep experience (federal/state).
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax location, 20+ hours/week.
  • Bilingual English/Spanish is a plus.

Responsabilités

  • Provide hands-on tax preparation and tax advice for TurboTax customers.
  • Conduct discovery and reviews to maximize deductions and refunds.
  • Develop and maintain trusted relationships with clients in the local community.

Connaissances

EA/CPA/Attorney license
PTIN
State licenses
Tax preparation experience
Circular 230 knowledge
Onsite retail experience
Bilingual English/Spanish

Outils

Tax software

Description du poste

Intuit, Inc. is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support, serving as a trusted advisor in the community.

Ideal candidates have active tax credentials (EA/CPA/Attorney), PTIN, and at least 3 years of tax return experience using professional software. Onsite availability 20+ hours weekly is required; bilingual English/Spanish is a plus.

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