Onsite TurboTax Tax Expert — Retail & Community Advocate

Intuit, Inc.; Lisle (IL); Sur place; USD 43 000 - 48 000; Temps partiel

Avantages offerts par ce poste

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products (free Tur

Résumé du poste

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in Illinois.

You will provide full-service tax return preparation and tax advice to in-person customers, leveraging TurboTax software and resources to maximize refunds and minimize liabilities. You’ll build local relationships, attract new clients, and collaborate with the TurboTax network to grow the business while offering a strong pay-for-performance compensation package.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Have an active 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+ federal and state 1040 tax returns per tax season using professional tax software.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sundays to Saturdays, for a minimum of 20 hours per week.

Responsabilités

• Be a Proactive Community Ambassador, representing TurboTax locally and building trust with the community.
• Provide hands-on tax advice and complete preparation services for TurboTax customers across personal and business filings.
• Lead local marketing efforts and help grow TurboTax client base with support from TurboTax marketing resources.
• Deliver exceptional customer experiences with professionalism and a client-focused approach.
• Assist clients with tax planning and ongoing tax-related questions.

Connaissances

EA/CPA/attorney license

PTIN holder

State licenses

Tax returns ≥30/season

Circular 230 familiarity

Onsite retail experience

Bilingual English/Spanish a plus

Outils

TurboTax software

CRM tools

Description du poste

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in Illinois.

You will provide full-service tax return preparation and tax advice to in-person customers, leveraging TurboTax software and resources to maximize refunds and minimize liabilities. You’ll build local relationships, attract new clients, and collaborate with the TurboTax network to grow the business while offering a strong pay-for-performance compensation package.