Retail Tax Expert & Community Advocate

Intuit, Inc.; San Marino (CA); In loco; USD 45.000 - 50.000; Part-time

Vantaggi offerti da questo lavoro

401(k) Savings Plan with company match

Discounts on Intuit products

Employee Stock Purchase Plan

Descrizione del lavoro

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

You will provide hands-on tax return preparation, tax advice, and software support in-person, building local client relationships and growing TurboTax presence in the community. The role requires 20+ hours per week onsite, with a focus on customer experience and tax expertise.

Competenze

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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 or more federal and state individual 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front‑facing retail environment

Mansioni

• Be a Proactive Community Ambassador: Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Deliver a Best in Class Customer Experience: Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• Connect with people to build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Interact with customers both in-person and through Intuit’s state‑of‑the‑art video communication tools.
• Address client inquiries while helping them overcome tax‑related challenges.

Conoscenze

EA license

CPA license

Attorney license

PTIN

State licenses

Tax preparation experience

Bilingual English/Spanish

Formazione

EA/CPA/Attorney credentials

Strumenti

Tax preparation software

CRM

Descrizione del lavoro

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

You will provide hands-on tax return preparation, tax advice, and software support in-person, building local client relationships and growing TurboTax presence in the community. The role requires 20+ hours per week onsite, with a focus on customer experience and tax expertise.