Retail Tax Advisor & Community Advocate

SonicJobs; Rockwall (TX); Presencial; USD 25.000 - 33.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

Intuit seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering full-service tax preparation and advice to in-person customers. You will grow the local client base, build relationships, and support marketing efforts while wearing a TurboTax uniform.

The role requires on-site presence, strong tax qualifications, and a customer-centric approach to help clients achieve positive financial outcomes within a fast-paced retail

Formación

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• 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 individual 1040 tax returns per tax season.
• 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.
• Interest in building a local and online social presence as a TurboTax Expert.
• Bilingual (English/Spanish) communication is a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform.

Responsabilidades

• Be a Proactive Community Ambassador by representing TurboTax locally.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients.
• Lead and participate with the support of TurboTax in local marketing initiatives.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Facilitate discovery sessions and tax reviews to uncover deductions and optimize taxes.
• Utilize government resources and professional tools to deliver accurate tax solutions.
• Create exceptional customer experiences with professionalism and genuine care.
• Build long-term trust to turn transactions into multi-year relationships.
• Interact with customers in-person and via Intuit video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Conocimientos

EA/CPA/attorney license

PTIN active

state licenses/permits

3+ yrs tax prep (1040)

Circular 230 knowledge

onsite 20 hrs/wk

TurboTax uniform

English/Spanish bilingual

Herramientas

Professional tax software

CRM/sales tools

Descripción del empleo

Intuit seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering full-service tax preparation and advice to in-person customers. You will grow the local client base, build relationships, and support marketing efforts while wearing a TurboTax uniform.

The role requires on-site presence, strong tax qualifications, and a customer-centric approach to help clients achieve positive financial outcomes within a fast-paced retail