Onsite Tax Expert & Community Growth Advocate

Intuit, Inc.

Inglewood (CA)

On-site

USD 45,000 - 50,000

Full time

4 days ago
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Benefits offered by this job

401(k) plan
Employee Stock Purchase Plan
E&O Insurance
Discounts on TurboTax
Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers while growing the local client base.

You’ll engage the community, deliver clear explanations, and build long-term relationships, using Intuit marketing support and TurboTax tools to help clients achieve positive financial outcomes.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Must have or obtain PTIN to file taxes.
  • Must possess/state licenses or bonds as required.
  • Minimum 3 years' paid tax return filing experience (1040) with software.
  • Familiarity with Circular 230.
  • Willing to work onsite a minimum of 20 hours per week.

Responsibilities

  • Be a Proactive Community Ambassador, representing TurboTax locally.
  • Engage new prospects, nurture leads, and convert to long-term clients.
  • Lead local marketing efforts with TurboTax and build client base.
  • Provide hands-on tax advice and complete preparation services.
  • Facilitate tax reviews to maximize refunds and plan future taxes.
  • Deliver exceptional customer experiences in person and via tools.

Skills

EA license
CPA license
Attorney license
PTIN holder
Tax prep experience
Onsite availability
Bilingual English/Spanish

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location in the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers while growing the local client base.

You’ll engage the community, deliver clear explanations, and build long-term relationships, using Intuit marketing support and TurboTax tools to help clients achieve positive financial outcomes.

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