Retail Tax Advisor & Community Builder

NOBEL Women; Plano (TX); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will serve in-person customers, provide full-service tax preparation and advice, and help grow the local TurboTax client base while delivering exceptional customer experiences.

You will be part of a collaborative team of financial professionals, using TurboTax software and marketing support to build a thriving local practice and assist customers with tax planning and

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Minimum of 3 years of paid experience filing 30+ federal and state tax returns per season.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Perform tax reviews to maximise deductions and refunds.
• Build long-term relationships with local clients and grow the client base.

Skills

Tax expertise

Communication

CRM/Sales tools

Education

EA/CPA/Attorney license

PTIN required

Tools

Professional tax software

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will serve in-person customers, provide full-service tax preparation and advice, and help grow the local TurboTax client base while delivering exceptional customer experiences.

You will be part of a collaborative team of financial professionals, using TurboTax software and marketing support to build a thriving local practice and assist customers with tax planning and