Onsite Tax Advisor & Local Community Advocate

Intuit, Inc.

Brea (CA)

On-site

USD 45,000 - 50,000

Part time

14 days+

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Benefits offered by this job

401(k) with company match
Health insurance
Free TurboTax copy
Marketing support

Job summary

Intuit, Inc. is hiring TurboTax Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location across the United States. You will provide full service tax return preparation, tax advice, and software support while building relationships with local clients.

On-site, part-time, you will act as a community ambassador, grow your client base, deliver a best-in-class experience, and leverage marketing resources to help customers achieve positive financial outcomes.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • Must have PTIN to file taxes.
  • 3+ years of paid tax preparation experience (federal/state 1040).
  • Familiar with Circular 230.
  • On-site at a TurboTax retail/flagship location, 20+ hours/week.

Responsibilities

  • Represent TurboTax locally and build your client base.
  • Provide hands-on tax advice and complete tax returns.
  • Conduct tax reviews to uncover deductions and plan ahead.
  • Deliver exceptional customer experience in person.

Skills

EA/CPA/license
PTIN
State licenses
Tax preparation
Circular 230
On-site availability
Bilingual EN/ES

Job description

Intuit, Inc. is hiring TurboTax Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location across the United States. You will provide full service tax return preparation, tax advice, and software support while building relationships with local clients.

On-site, part-time, you will act as a community ambassador, grow your client base, deliver a best-in-class experience, and leverage marketing resources to help customers achieve positive financial outcomes.

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