Retail Tax Advisor & Community Advocate

Jobtome; Burbank (CA); In loco; USD 45.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products including

Marketing support

Descrizione del lavoro

Intuit is seeking TurboTax Retail Experts to serve customers onsite at a TurboTax Retail or Flagship location across the United States. You will deliver full-service tax preparation, tax advice, and software support while building local relationships and driving client growth.

This non-exempt, onsite role requires strong tax credentials, a PTIN, and a passion for community engagement. You’ll represent TurboTax in the community, provide clear tax guidance, and ensure an excellent customer

Competenze

• Active, unrestricted EA, CPA, or attorney license.
• Must have a PTIN to file taxes.
• 3+ years of paid experience filing 30+ 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.
• 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.

Mansioni

• Provide full-service tax return preparation and tax advice.
• Assist clients with complex tax situations and tax planning.
• Grow TurboTax client base in local community and beyond.
• Conduct discovery sessions and tax reviews to uncover deductions.
• Deliver exceptional customer experience in-person and via TurboTax video tools.
• Collaborate with TurboTax marketing and network to expand presence.

Conoscenze

EA/CPA/Attorney license

PTIN holder

Tax return experience

Circular 230 familiarity

Onsite retail work

Bilingual English/Spanish

Holistic tax advisory

Front-facing role

Uniform willingness

Formazione

Active EA/CPA/Attorney license

PTIN required by law

Strumenti

Tax preparation software

CRM tools

Descrizione del lavoro

Intuit is seeking TurboTax Retail Experts to serve customers onsite at a TurboTax Retail or Flagship location across the United States. You will deliver full-service tax preparation, tax advice, and software support while building local relationships and driving client growth.

This non-exempt, onsite role requires strong tax credentials, a PTIN, and a passion for community engagement. You’ll represent TurboTax in the community, provide clear tax guidance, and ensure an excellent customer