Onsite Tax Pro & Community Advocate (Retail)

Intuit, Inc.; Stamford (CT); Vor Ort; USD 45.000 - 50.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Paid sick time

ESPP

E&O Insurance

Employee Assistance Program

TurboTax discount

Free TurboTax copy

Zusammenfassung

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation and tax advice, leveraging your expertise to help clients achieve positive financial outcomes and build lasting relationships within the community. You’ll work on-site, representing TurboTax, engaging with prospects, and collaborating with marketing to expand the local client base.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and knowledge of tax law.
• Must have or obtain PTIN to file taxes.
• Must be able to obtain state licenses or permits where required.
• Minimum 3 years of paid tax return preparation experience (1040s).
• Familiarity with Circular 230 and onsite retail work.

Aufgaben

• Represent TurboTax locally as a public-facing ambassador and grow client base.
• Provide hands-on tax advice and prepare tax returns for customers.
• Deliver exceptional customer service and build long-term client relationships.
• Collaborate with marketing and local teams to create accessible tax content.

Kenntnisse

Tax expertise

Community outreach

Customer service

Bilingual English/Spanish

Front-facing retail experience

CRM tools

Marketing collaboration

Ausbildung

EA/CPA/Attorney license

Tools

Tax preparation software

CRM tools

Jobbeschreibung

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation and tax advice, leveraging your expertise to help clients achieve positive financial outcomes and build lasting relationships within the community. You’ll work on-site, representing TurboTax, engaging with prospects, and collaborating with marketing to expand the local client base.