Onsite Tax Expert & Community Advocate (EA/CPA)

Intuit; Compton (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. Provide hands-on tax preparation, expert advice, and local community outreach to build a loyal client base.

You will work in-person handling personal and business tax scenarios, leveraging TurboTax software, while growing the client network through proactive marketing and excellent service.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with 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.
• 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 and work in a front facing retail environment.

Responsibilities

• Be a proactive community ambassador
• Engage with new prospects, nurture leads, and convert prospects into long-term clients
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
• Connect with people to build long-term trust that turns a one-time transaction into a loyal relationship
• Interact with customers in-person and through Intuit’s video tools
• Address client inquiries while helping them overcome tax-related challenges

Skills

EA/CPA/Attorney license

PTIN

Tax expertise

Bilingual English/Spanish

Tools

TurboTax software

CRM/sales tools

Job description

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. Provide hands-on tax preparation, expert advice, and local community outreach to build a loyal client base.

You will work in-person handling personal and business tax scenarios, leveraging TurboTax software, while growing the client network through proactive marketing and excellent service.