Retail Tax Advisor & Community Advocate

Intuit

Corona (CA)

On-site

USD 45,000 - 50,000

Full time

10 days ago
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Benefits offered by this job

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

Job summary

Intuit is seeking highly motivated TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation and advice, leveraging your tax expertise to help customers achieve positive financial outcomes while supporting Intuit's mission.

This non-exempt, onsite role requires at least 20 hours per week, weekends included.

Qualifications

  • Active, unrestricted EA/CPA/attorney license preferred.
  • PTIN required by law to file taxes.
  • Must be able to obtain state licenses/certificates/bonds.

Responsibilities

  • Represent TurboTax locally and be the public face in the community.
  • Provide hands-on tax advice and complete tax preparation services.
  • Lead local marketing efforts with TurboTax support to grow the client base.
  • Deliver exceptional customer experience and build long-term relationships.

Skills

Tax preparation
Customer service
Onsite retail
Bilingual (English/Spanish)
Uniform wear

Education

EA/CPA/Attorney license
PTIN registration

Tools

Tax software proficiency
CRM tools

Job description

Intuit is seeking highly motivated TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation and advice, leveraging your tax expertise to help customers achieve positive financial outcomes while supporting Intuit's mission.

This non-exempt, onsite role requires at least 20 hours per week, weekends included.

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