Onsite Tax Expert & Community Growth Advocate

Intuit, Inc.; Temecula (CA); Sur place; USD 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

EBO Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products (TurboTax

Free copy of TurboTax

Résumé du poste

Intuit, Inc. is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts.

You will provide hands-on tax return preparation and advisory services at a TurboTax Retail or Flagship location, serving in-person customers and building long-term relationships in your local community. You will be a proactive community ambassador, helping clients navigate tax complexities and promoting TurboTax services.

Qualifications

• Active, unrestricted EA or CPA license (or attorney) to file taxes.
• PTIN required by law to file taxes.
• Must be able to obtain state licenses/certificates as needed.
• Minimum 3 years of paid experience filing 30+ federal/state 1040s per tax season using professional software.
• Familiarity with Circular 230.
• Onsite at TurboTax location, 20+ hours/week, Sundays-Saturdays.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsabilités

• Provide on-site tax return preparation and tax advice to in-person customers.
• Grow TurboTax client base through local outreach and referrals.
• Deliver excellent customer experience with professional service.

Connaissances

EA/CPA license

PTIN

Tax preparation

On-site

Bilingual: English/Spanish

Tax advisory

Client relations

Formation

Active EA/CPA license

Outils

Tax software

CRM tools

Description du poste

Intuit, Inc. is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts.

You will provide hands-on tax return preparation and advisory services at a TurboTax Retail or Flagship location, serving in-person customers and building long-term relationships in your local community. You will be a proactive community ambassador, helping clients navigate tax complexities and promoting TurboTax services.