Onsite Tax Advisor & Local Growth Specialist

Intuit, Inc.; Highland Park (IL); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

ES Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Job summary

Intuit seeks highly motivated individuals to join the team as TurboTax Retail Experts, working on-site at a TurboTax Retail or Flagship location across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, leveraging your tax expertise to tailor solutions for each situation.

As part of a collaborative team, you will help grow TurboTax’s local client base, attract new customers, and foster long-term relationships while

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• PTIN active as required by law to file taxes.
• Must possess or obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state tax returns per tax season using professional software.
• Familiarity with Circular 230.
• Must be onsite at a TurboTax location 20+ hours per week; weekend availability.
• Willingness to build a local community presence as a TurboTax Expert; English/Spanish bilingual a plus.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Lead local marketing efforts to grow the client base and drive loyalty.
• Deliver a best-in-class customer experience with professional, empathetic service.
• Interact with customers in-person and via Intuit tools; address inquiries and tax challenges.

Skills

EA/CPA/Attorney license

PTIN active

State licenses

Tax return filing experience

Circular 230 familiarity

Onsite availability 20h/week

Bilingual English/Spanish

Holistic tax advisory

Tools

Tax preparation software

Job description

Intuit seeks highly motivated individuals to join the team as TurboTax Retail Experts, working on-site at a TurboTax Retail or Flagship location across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, leveraging your tax expertise to tailor solutions for each situation.

As part of a collaborative team, you will help grow TurboTax’s local client base, attract new customers, and foster long-term relationships while