Onsite Tax Expert & Community Advisor

Jobtome; South Gate (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Product discounts on TurboTax

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, while growing the local client base and building long-term relationships.

You will operate in a front-facing retail environment, serving clients with a strong attention to detail and community-centered outreach.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Minimum 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Must reside within the United States and be onsite at a TurboTax location, Sunday through Saturday, for a minimum of 20 hours per week.
• Bilingual English/Spanish is a plus and willingness to wear a TurboTax uniform.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Engage with the community, grow TurboTax client base, and build long-term relationships.
• Lead local marketing initiatives with TurboTax support and deliver accurate tax solutions in everyday language.
• Deliver best-in-class customer experience through professionalism and empathy.
• Interact with customers both in-person and via TurboTax video tools.

Skills

Bilingual EN/ES

Customer service

Strong communication

Entrepreneurial mindset

Front-facing retail

Education

EA license

CPA license

Attorney license

Tools

Tax preparation software

CRM software

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, while growing the local client base and building long-term relationships.

You will operate in a front-facing retail environment, serving clients with a strong attention to detail and community-centered outreach.