Onsite Tax Advisor & Retail Expert

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

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, tax advice, and software support, while growing the local client base and fostering long-term relationships in the community.

The role is non-exempt and requires at least 20 hours per week onsite. You must hold an active EA/CPA/attorney license (or be able to obtain related state licenses), have 3+ years of tax return

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• Active PTIN as required by law to file taxes.
• Willingness to obtain related state licenses/certificates.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season.
• Familiarity with Circular 230.
• Must be onsite 20+ hours per week; weekend availability possible.
• Interest in building local and online presence as a TurboTax Expert.

Responsibilities

• Represent TurboTax locally as a community ambassador.
• Engage with prospects, nurture leads, convert to clients.
• Lead local marketing initiatives with TurboTax support.
• Provide hands-on tax advice and complete preparation services.
• Deliver accurate tax solutions using government resources and software.
• Create a positive client experience and build long-term relationships.

Skills

PTIN

Onsite availability

Bilingual (English/Spanish) a plus

Tax expertise

Strong communication

Education

EA/CPA/Attorney license

Tools

TurboTax software

CRM/sales tools

Job description

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, tax advice, and software support, while growing the local client base and fostering long-term relationships in the community.

The role is non-exempt and requires at least 20 hours per week onsite. You must hold an active EA/CPA/attorney license (or be able to obtain related state licenses), have 3+ years of tax return