Onsite Tax Advisor & Prep Specialist (Retail)

Intuit; Kent (WA); Vor Ort; USD 44.000 - 50.000; Vollzeit

Benefits dieser Stelle

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discounts

Free TurboTax copy

Zusammenfassung

Intuit seeks experienced TurboTax Retail Experts to assist customers on-site at TurboTax Retail or Flagship locations across the United States. You will deliver hands-on tax preparation, tax advice, and software support while building a local client base and long-term relationships in the community.

As a trusted advisor, you will leverage tax expertise to help clients save time and optimize refunds, supporting Intuit’s mission of powering prosperity.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
• Active PTIN as required by law to file taxes.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional tax software.
• Familiarity with Circular 230.
• Must be onsite at a TurboTax location 20+ hours/week, weekends included.
• Interest in building local and online presence as a TurboTax Expert.
• Bilingual English/Spanish is a plus.

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Conduct discovery sessions and tax reviews to uncover deductions and plan for future tax needs.
• Deliver best-in-class customer experience and build long-term client relationships.

Kenntnisse

EA/CPA/Attorneys

PTIN

State licenses

Tax prep experience

Circular 230 familiarity

On-site availability

Bilingual EN/SP

Front-facing retail

Tools

Tax software

CRM tools

Jobbeschreibung

Intuit seeks experienced TurboTax Retail Experts to assist customers on-site at TurboTax Retail or Flagship locations across the United States. You will deliver hands-on tax preparation, tax advice, and software support while building a local client base and long-term relationships in the community.

As a trusted advisor, you will leverage tax expertise to help clients save time and optimize refunds, supporting Intuit’s mission of powering prosperity.