Retail Tax Expert & Community Advisor

SonicJobs; Rockwall (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

Paid sick time

E&O Insurance provided by Intuit

Discounts on Intuit products

Job summary

Intuit seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering professional tax preparation and advisory services to customers using TurboTax products.

You will engage with clients in person, build lasting relationships, and help grow TurboTax’s local client base with support from TurboTax marketing and resources. The role emphasizes community engagement and a high standard of customer service.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active 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+ federal and state individual returns.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.

Skills

Tax knowledge

Client communication

Community outreach

Education

EA/CPA/Attorney license

PTIN

Job description

Intuit seeks TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, delivering professional tax preparation and advisory services to customers using TurboTax products.

You will engage with clients in person, build lasting relationships, and help grow TurboTax’s local client base with support from TurboTax marketing and resources. The role emphasizes community engagement and a high standard of customer service.