Retail Tax Advisor & TurboTax Expert

Intuit, Inc.; Orland Park (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, leveraging your tax expertise to tailor solutions for each situation. As a trusted community ambassador, you will build relationships, grow the local client base, and collaborate with TurboTax marketing and tools to deliver an exceptional customer

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• PTIN required by law to file taxes.
• Ability to obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 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.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Be a proactive community ambassador.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Deliver an exceptional customer experience and build long-term client relationships.

Skills

EA/CPA/attorney license

PTIN

State licenses

Tax return preparation

Circular 230

Onsite 20+ hours/week

Bilingual English/Spanish

Holistic tax advisory

CRM tools

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, leveraging your tax expertise to tailor solutions for each situation. As a trusted community ambassador, you will build relationships, grow the local client base, and collaborate with TurboTax marketing and tools to deliver an exceptional customer