Onsite Tax Pro & Community Advocate

Intuit Careers; Camarillo (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) with company matching

Paid time off

Employee Stock Purchase Plan

E&O Insurance

Job summary

Intuit is seeking year-round TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. As a trusted advisor, you will help customers navigate tax needs, provide full-service tax return preparation, and offer tax advice using TurboTax products.

You’ll grow the local client base, build long-term relationships, and participate in community marketing, while meeting on-site hours, wearing a TurboTax uniform, and ensuring exceptional service.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law 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 or more 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Be a Proactive Community Ambassador by representing TurboTax locally and engaging with prospects to convert them into clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling a wide range of tax situations.
• Deliver a best-in-class customer experience through professionalism and a focus on helping clients achieve financial goals.
• Grow TurboTax’s client base by building long-term relationships and participating in local marketing initiatives.

Skills

Tax preparation

Customer service

Bilingual English/Spanish

Communication

CRM tools

Education

EA/CPA/Attorney license

PTIN registration

Tools

Tax preparation software

CRM software

Job description

Intuit is seeking year-round TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. As a trusted advisor, you will help customers navigate tax needs, provide full-service tax return preparation, and offer tax advice using TurboTax products.

You’ll grow the local client base, build long-term relationships, and participate in community marketing, while meeting on-site hours, wearing a TurboTax uniform, and ensuring exceptional service.