Onsite TurboTax Retail Expert & Community Advocate

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

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations in the United States. You will provide hands-on tax preparation, planning, and software support to help clients maximize refunds and minimize liabilities.

Role emphasizes local community engagement, prospecting for new clients, and building long-term relationships. On-site, part of a collaborative team, flexible hours and uniform required.

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.
• 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: represent TurboTax locally, engage new prospects, nurture leads, and drive local marketing outreach.
• Provide Tax Expertise: give hands-on tax advice and complete preparation services for TurboTax customers, handle simple to complex tax situations, & optimize deductions.
• Deliver a Best in Class Customer Experience: ensure professionalism and a focus on helping clients achieve financial goals, build long-term relationships, and assist via in-person and video tools.

Skills

EA license

CPA license

Tax preparation

PTIN

Circular 230 knowledge

1040 tax returns expert

Onsite work readiness

Bilingual English/Spanish

Retail environment experience

TurboTax software proficiency

Tools

TurboTax software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations in the United States. You will provide hands-on tax preparation, planning, and software support to help clients maximize refunds and minimize liabilities.

Role emphasizes local community engagement, prospecting for new clients, and building long-term relationships. On-site, part of a collaborative team, flexible hours and uniform required.