Onsite Tax Expert & Community Advocate

Intuit, Inc.; Fullerton (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee stock purchase plan

E&O insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit, Inc. is seeking motivated individuals to join as TurboTax Retail Experts at on-site TurboTax Retail or Flagship locations across the United States, including California. You will prepare tax returns, provide expert tax advice, and support clients in-person while growing the local client base.

This non-exempt, on-site role offers strong benefits, a competitive base pay in California, and opportunities for bonuses within a retail environment.

Qualifications

• Minimum of 3 years of paid experience filing 30 or more 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.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Conduct discovery sessions and tax reviews to uncover deductions and maximize refunds.
• Deliver exceptional customer experience and build long-term client relationships in the local community.

Skills

Customer service

Tax knowledge

Public interaction

Education

EA/CPA/Attorney license

Tools

TurboTax software

CRM tools

Job description

Intuit, Inc. is seeking motivated individuals to join as TurboTax Retail Experts at on-site TurboTax Retail or Flagship locations across the United States, including California. You will prepare tax returns, provide expert tax advice, and support clients in-person while growing the local client base.

This non-exempt, on-site role offers strong benefits, a competitive base pay in California, and opportunities for bonuses within a retail environment.