Onsite Tax Expert & Community Advocate

Intuit Inc.; Bridgeport (CT); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Collaboration with TurboTax network

Job summary

Intuit Inc. is seeking dedicated TurboTax Retail Experts to serve onsite at a TurboTax Retail or Flagship location across the United States.

You will provide personalized tax preparation and advisory services to walk-in customers. As a trusted advisor, you’ll grow your local client base, deliver a best-in-class customer experience, and work with TurboTax products and marketing support to build a prosperous community presence.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN required to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Be a Proactive Community Ambassador.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Deliver a best-in-class customer experience through professionalism and genuine client care.

Skills

EA/CPA/Attorney license

PTIN requirement

State licenses/certificates

3+ years 1040s

Circular 230 familiarity

onsite 20 hours/week

Bilingual EN/ES a plus

Holistic tax advisory

Uniform required

Front-facing retail experience

Job description

Intuit Inc. is seeking dedicated TurboTax Retail Experts to serve onsite at a TurboTax Retail or Flagship location across the United States.

You will provide personalized tax preparation and advisory services to walk-in customers. As a trusted advisor, you’ll grow your local client base, deliver a best-in-class customer experience, and work with TurboTax products and marketing support to build a prosperous community presence.