Onsite Tax Expert & Retail Community Advocate

Intuit, Inc.; Wheaton (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support opportunities

Job summary

Intuit, Inc. is hiring TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States.

You will provide in-person tax preparation, advice, and software support, helping clients navigate personal and small business taxes in a friendly community setting. You will also grow the local TurboTax client base, participate in local marketing, and build long-term relationships with customers while adhering to Intuit policies and uniforms.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Must have PTIN 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 1040 tax returns per tax season using professional software.
• Familiarity with Circular 230.
• Must work onsite at a TurboTax retail location, 20+ hours per week.
• Interest in building local and online presence as a TurboTax Expert.
• Bilingual English/Spanish communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must wear a TurboTax uniform.
• Must work in a front-facing retail environment.

Responsibilities

• Be a proactive community ambassador.
• Engage with new prospects and convert them into long-term clients.
• Lead local marketing efforts with TurboTax support.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Deliver accurate tax solutions and perform tax reviews to maximize refunds and plan for the future.
• Interact with customers in-person and via IntelliTech video tools.
• Address client inquiries and help overcome tax challenges.

Skills

Tax preparation experience

Public speaking / community engagement

Bilingual English/Spanish (plus)

Education

EA license

CPA license

Attorney license

Job description

Intuit, Inc. is hiring TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States.

You will provide in-person tax preparation, advice, and software support, helping clients navigate personal and small business taxes in a friendly community setting. You will also grow the local TurboTax client base, participate in local marketing, and build long-term relationships with customers while adhering to Intuit policies and uniforms.