Onsite Tax Pro & Community Advisor

Intuit; Bell Gardens (CA); On-site; USD 93,126,000 - 103,155,000; Full time

Benefits offered by this job

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing support

Job summary

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, tax advice, and software support while building relationships in your local community.

As part of a collaborative team of financial professionals, you will help clients navigate complex tax situations, grow the client base, and deliver a best-in-class customer experience in a front-facing retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN registration required to file taxes.
• Must have 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 individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.
• Bilingual (English/Spanish) communication skills are a plus.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Grow TurboTax’s client base within the local community and drive customer loyalty.

Skills

EA license

CPA license

Attorney license

PTIN

Onsite work

Bilingual EN/ES

Tools

Tax software

CRM

Job description

Intuit is seeking year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax preparation, tax advice, and software support while building relationships in your local community.

As part of a collaborative team of financial professionals, you will help clients navigate complex tax situations, grow the client base, and deliver a best-in-class customer experience in a front-facing retail environment.