Retail Tax Advisor & Community Advocate

Intuit; Temple City (CA); Sur place; USD 93 126 000 - 103 155 000; Temps partiel

Avantages offerts par ce poste

401(k) match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax product discounts

Résumé du poste

Intuit is seeking TurboTax Retail Experts to work on-site at our Retail or Flagship locations across the United States. You will provide hands-on tax return preparation, tax advice, and software support to customers in-person, while building a local client base and engaging with the community.

As an on-site team member, you will represent TurboTax in the community, conduct discovery sessions, and deliver an exceptional customer experience.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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 or more 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• 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

Responsabilités

• Be a proactive community ambassador representing TurboTax locally and as a public face in the community.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Deliver best-in-class customer experience and build long-term relationships with clients, both in-person and via TurboTax tools.

Connaissances

EA/CPA/Attorney license

Tax preparation experience

PTIN

Bilingual English/Spanish

Tax advisory experience

Outils

Tax preparation software

CRM/Sales tools

Description du poste

Intuit is seeking TurboTax Retail Experts to work on-site at our Retail or Flagship locations across the United States. You will provide hands-on tax return preparation, tax advice, and software support to customers in-person, while building a local client base and engaging with the community.

As an on-site team member, you will represent TurboTax in the community, conduct discovery sessions, and deliver an exceptional customer experience.