Retail Tax Expert & Community Advocate

SonicJobs

Celina (TX)

On-site

USD 28,000 - 50,000

Full time

8 days ago

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Benefits offered by this job

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
Ongoing collaboration opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, serving customers with tax expertise and full-service tax preparation. You will grow the local client base and deliver personalized tax solutions in a retail setting.

The role is non-exempt and onsite, requiring at least 20 hours per week, including Sundays. A strong licensing background and comfort with in-person service are essential for success in community-focused

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
  • Have an active PTIN as required by law to file taxes.
  • Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per tax season.
  • Familiarity with Circular 230.

Responsibilities

  • Be a Proactive Community Ambassador and engage with prospects to convert them into long-term clients.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Deliver a best-in-class customer experience and build long-term relationships with clients.

Skills

Tax expertise
PTIN holder
State licenses
3+ years tax returns
English/Spanish

Education

Active tax license: EA/CPA/Attorney

Tools

Tax preparation software
CRM/sales tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, serving customers with tax expertise and full-service tax preparation. You will grow the local client base and deliver personalized tax solutions in a retail setting.

The role is non-exempt and onsite, requiring at least 20 hours per week, including Sundays. A strong licensing background and comfort with in-person service are essential for success in community-focused

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