Retail Tax Advisor

Intuit, Inc.; Ventura (CA); Presencial; USD 45 000 - 50 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

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 copy of TurboTax

Marketing support opportunities

Resumo da oferta

Intuit, Inc. is hiring TurboTax Retail Experts to act as trusted advisors in TurboTax retail locations across the United States.

You will provide hands-on tax preparation, uncover deductions, and help customers achieve favorable outcomes while engaging with the local community. Supported by a strong pay-for-performance framework, the role emphasizes exceptional service, enrollment in related state licenses where needed, and potential involvement in local marketing and content creation to grow

Qualificações

• Active, unrestricted tax license (EA/CPA/attorney preferred) with strong tax preparation experience.
• PTIN active as required to file taxes and state licenses/certificates as needed.
• Minimum 3 years filing 30+ federal/state returns per season using professional software.
• Comfortable working onsite in a TurboTax retail or flagship location, 20+ hours weekly.
• Willing to wear a TurboTax uniform and engage with the community.

Responsabilidades

• Be a proactive community ambassador, serving as a public face of TurboTax locally.
• Provide hands-on tax advice and complete tax preparation for customers, from simple to complex scenarios.
• Lead local marketing efforts and engage prospects to convert them into long-term clients.
• Deliver exceptional customer experiences and build trust for multi-year relationships.

Conhecimentos

Tax expertise

Community engagement

Customer service

Public speaking

Bilingual English/Spanish

Formação académica

Active EA/CPA/Attorney license

Ferramentas

Tax software

CRM/sales tools

Descrição da oferta de emprego

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”

What You’ll Do:

Be a Proactive Community Ambassador

• Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.

Provide Tax Expertise

• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.

Deliver a Best in Class Customer Experience

• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

What You Get:

As a TurboTax - Retail Expert, you’ll receive access to exceptional company benefits and resources, including:

401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program

discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support

Key Qualifications

Who You Are:

• 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

Attributes & Skills:

• Passionate about empowering customers and helping them overcome the complexities of taxation.
• Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
• Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
• Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
• Strong verbal and written communication skills.
• Ability to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

Must reside within the United States.

Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

California $32.50 - $36.00

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.