Onsite TurboTax Retail Expert & Community Advocate

Intuit, Inc.; San Gabriel (CA); Vor Ort; USD 45.000 - 50.000; Teilzeit

Benefits dieser Stelle

401(k) Savings Plan 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 TurboTax copy

Marketing opportunities with TurboTax

Zusammenfassung

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers while growing the local client base and delivering a best-in-class experience.

Eligible candidates hold active EA/CPA/attorney licenses, PTIN, and familiarity with tax law. This role emphasizes community engagement and a customer-first approach within a fast-paced

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
• Must have PTIN as required by law to file taxes.
• Familiarity with Circular 230 and willingness to work onsite at a TurboTax location.

Aufgaben

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Conduct discovery sessions and tax reviews to maximize deductions and refunds.
• Deliver exceptional customer experience and help build local TurboTax client base.

Kenntnisse

EA license

CPA license

attorney license

PTIN

Circular 230

bilingual English/Spanish

tax advisory experience

onsite retail experience

Tools

Tax preparation software

CRM tools

Jobbeschreibung

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, tax advice, and software support to in-person customers while growing the local client base and delivering a best-in-class experience.

Eligible candidates hold active EA/CPA/attorney licenses, PTIN, and familiarity with tax law. This role emphasizes community engagement and a customer-first approach within a fast-paced