Retail Tax Advisor & Community Growth Expert

Intuit; McKinney (TX); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

401(k) with company matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, provide tax advice, and support clients while engaging with the local community to grow the customer base.

A proactive, service-oriented approach is essential for building long-term relationships. You will work in a front-facing retail environment, leveraging TurboTax software and marketing support to deliver an exceptional customer experience and

Qualifications

• Active tax license (EA/CPA or attorney) and PTIN required.
• Minimum 3 years of paid tax preparation experience.
• Ability to provide hands-on tax advice and prep.

Responsibilities

• Prepare simple to complex tax returns using TurboTax.
• Deliver personalized tax advice and planning.
• Build relationships through community outreach and local marketing.

Skills

Tax preparation

Customer service

Community outreach

On-site presence

Communication

Education

EA/CPA/Attorney license

PTIN active

Tools

TurboTax software

CRM tools

Job description

Intuit seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will prepare tax returns, provide tax advice, and support clients while engaging with the local community to grow the customer base.

A proactive, service-oriented approach is essential for building long-term relationships. You will work in a front-facing retail environment, leveraging TurboTax software and marketing support to deliver an exceptional customer experience and