Retail Tax Advisor & Community Advocate

Intuit, Inc.; La Cañada Flintridge (CA); In loco; USD 45.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) match

Paid sick time

Employee stock purchase plan

E&O Insurance

Product discounts

Marketing support

Descrizione del lavoro

Intuit, Inc. seeks a TurboTax Retail Expert to perform on-site tax preparation and advisory services at a TurboTax Retail or Flagship location. You will help customers with personal and business tax needs, leveraging software tools to maximize refunds and provide clear, everyday-language guidance.

The role emphasizes community engagement, local marketing support, and building lasting client relationships in a front-facing retail environment.

Competenze

• Active, unrestricted EA, CPA, or attorney license required.
• Minimum 3+ years of paid tax return prep using professional software.
• Familiarity with Circular 230 and state licenses.

Mansioni

• Provide in-person tax return preparation and tax advice at a TurboTax Retail location.
• Assist clients with deductions, planning, and tax questions.
• Engage with the local community to grow the client base.
• Deliver high-quality customer service in a fast-paced retail setting.

Conoscenze

Tax expertise

Customer service

Bilingual EN/ES

Strong communication

Formazione

EA license

CPA license

Attorney license

Strumenti

Tax software

CRM systems

Descrizione del lavoro

Intuit, Inc. seeks a TurboTax Retail Expert to perform on-site tax preparation and advisory services at a TurboTax Retail or Flagship location. You will help customers with personal and business tax needs, leveraging software tools to maximize refunds and provide clear, everyday-language guidance.

The role emphasizes community engagement, local marketing support, and building lasting client relationships in a front-facing retail environment.