Retail Tax Expert & Community Advisor

Intuit, Inc.; Santa Ana (CA); Presencial; USD 45.000 - 50.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Free TurboTax copy

Descripción de la vacante

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

You will provide full-service tax return preparation, expert tax advice, and software support to in-person customers, helping them navigate complex tax situations with clarity. You’ll grow the local client base, participate in community outreach, and collaborate with marketing and TurboTax resources to build a thriving practice while delivering exceptional service in a

Formación

• Active unrestricted EA, CPA, or attorney license.
• Active PTIN required by law to file taxes.
• Must possess or obtain related State licenses/certificates/permits.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns.
• Familiarity with Circular 230.
• Comfortable working onsite at a TurboTax retail/flagship location, 20+ hours/week.
• Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsabilidades

• Provide hands-on tax return preparation and tax advice to TurboTax customers.
• Handle simple to complex tax situations using professional software.
• Conduct discovery sessions and tax reviews to optimize deductions and refunds.
• Deliver an exceptional customer experience and build long-term relationships.

Conocimientos

EA/CPA/attorney license

PTIN

State licenses/permits

Onsite 20+ hours/week

Bilingual English/Spanish (a plus)

Customer-focused service

Herramientas

Tax preparation software

CRM/sales tools

Descripción del empleo

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

You will provide full-service tax return preparation, expert tax advice, and software support to in-person customers, helping them navigate complex tax situations with clarity. You’ll grow the local client base, participate in community outreach, and collaborate with marketing and TurboTax resources to build a thriving practice while delivering exceptional service in a