Onsite Tax Expert & Local Community Advocate

Intuit, Inc.; Queen Creek (AZ); On-site; USD 42,000 - 64,000; Part time

Benefits offered by this job

401(k) match

Paid sick time

Employee Stock Purchase Plan

Free TurboTax copy

E&O Insurance

Employee Assistance Program

Product discounts

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations nationwide.

Enthusiastic tax professionals will provide in-person tax preparation, advice, and software support, while growing the local client base and representing TurboTax in the community. You will work onsite, helping individuals and small businesses with complex and simple returns, deductions optimization, and tax planning, while delivering a best-in-class customer experience in a

Qualifications

• Active tax professional license (EA/CPA/attorney).
• Minimum 3 years of paid tax return preparation experience.
• PTIN required to file taxes.

Responsibilities

• Provide hands-on tax advice and complete tax returns for TurboTax customers.
• Conduct discovery sessions and tax reviews to optimize deductions and refunds.
• Deliver excellent customer service and build lasting client relationships.

Skills

Tax expertise

PTIN holder

Customer service

Retail frontline

Education

EA/CPA/Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers at TurboTax Retail or Flagship locations nationwide.

Enthusiastic tax professionals will provide in-person tax preparation, advice, and software support, while growing the local client base and representing TurboTax in the community. You will work onsite, helping individuals and small businesses with complex and simple returns, deductions optimization, and tax planning, while delivering a best-in-class customer experience in a