Retail Tax Advisor & Community Advocate

Intuit Inc.; Auburn (WA); On-site; USD 93,126,000 - 103,155,000; Full time

Benefits offered by this job

401(k) 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 support & network

Job summary

Intuit Inc. in the United States is seeking TurboTax - Retail Experts to serve customers in TurboTax Retail or Flagship locations. On-site role combines tax expertise with community engagement to help clients file taxes and grow a local client base.

You will provide hands-on tax return preparation, tax advice, and software support for in-person customers, while building long-term relationships and delivering a best-in-class experience in a retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• 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 preparation software.
• Familiarity with Circular 230
• Must be willing to work 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: 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.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals.
• Connect with people to build 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 video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

Tax return prep

Tax advisory

PTIN awareness

Circular 230

On-site presence

Bilingual (EN/ES) a plus

Professional tax software

Client development

Uniform compliance

Education

EA/CPA/license

Tools

Tax software

Job description

Intuit Inc. in the United States is seeking TurboTax - Retail Experts to serve customers in TurboTax Retail or Flagship locations. On-site role combines tax expertise with community engagement to help clients file taxes and grow a local client base.

You will provide hands-on tax return preparation, tax advice, and software support for in-person customers, while building long-term relationships and delivering a best-in-class experience in a retail environment.