Retail Tax Advisor & Community Builder

Intuit; Greenwich (CT); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan

Employee Stock Purchase Plan

Paid sick time

Discounts on Intuit products

Job summary

Intuit is looking for year-round TurboTax Retail Experts who will provide in-person support at TurboTax locations across the United States. In this dynamic role, you will leverage your tax expertise to help customers with their tax needs while being a proactive community ambassador.

You will connect with clients on a personal level, fostering long-term relationships and promoting TurboTax products. The position offers competitive pay and flexible hours with a focus on community engagement.

Qualifications

• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season.
• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Responsibilities

• Provide full service tax return preparation and tax advice.
• Engage with new prospects and nurture leads.
• Create an exceptional customer experience.

Skills

Tax preparation experience

Customer service skills

Bilingual communication

Entrepreneurial mindset

Technology proficiency

Education

EA, CPA, or attorney license

Active Preparer Tax Identification Number (PTIN)

Tools

Professional tax preparation software

CRM/sales tools

Job description

Intuit is looking for year-round TurboTax Retail Experts who will provide in-person support at TurboTax locations across the United States. In this dynamic role, you will leverage your tax expertise to help customers with their tax needs while being a proactive community ambassador.

You will connect with clients on a personal level, fostering long-term relationships and promoting TurboTax products. The position offers competitive pay and flexible hours with a focus on community engagement.