Onsite Tax Expert & Local Community Advisor

Intuit, Inc.; Brea (CA); Presencial; USD 45.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Product discounts on Intuit

Free TurboTax copy

Marketing support

Growth opportunities

Descripción de la vacante

Intuit, Inc. seeks dedicated TurboTax Retail Experts to serve customers on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax preparation, tax advice, and software support, building trust and long-term relationships with clients in the local community. You’ll work as part of a collaborative team, use TurboTax tools, and participate in local marketing efforts to grow your client base.

Formación

• Active, unrestricted EA, CPA, or attorney license.
• Active PTIN required by law.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per tax season.
• Familiarity with Circular 230.
• Must be onsite at a TurboTax retail/flagship location, 20+ hours/week, weekends.
• Interest in building local and online presence as a TurboTax Expert.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsabilidades

• Be a proactive community ambassador, representing TurboTax locally and engaging with prospects.
• Provide hands-on tax advice and full preparation services for TurboTax customers, including complex situations.
• Develop client relationships, grow the local client base, and leverage marketing support to drive loyalty.

Conocimientos

EA/CPA/Attorney

PTIN

Onsite availability

Tax return experience

Circular 230

Uniform and front-facing

Bilingual (EN/ES)

Descripción del empleo

Intuit, Inc. seeks dedicated TurboTax Retail Experts to serve customers on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in-person tax preparation, tax advice, and software support, building trust and long-term relationships with clients in the local community. You’ll work as part of a collaborative team, use TurboTax tools, and participate in local marketing efforts to grow your client base.