Retail Tax Expert & Community Ambassador

Intuit Inc.; Greenwich (CT); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

TurboTax free copy

Marketing collaboration opportunities

Job summary

Intuit Inc. is seeking dedicated year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You’ll provide hands-on tax preparation, tax advice, and product support while growing the local client base and fostering community relationships.

You will represent TurboTax locally, engage with prospects, and deliver a best-in-class customer experience. A valid EA/CPA or attorney license with PTIN, 3+ years of returns, and willingness to work

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an 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 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.
• 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

Responsibilities

• Represent TurboTax locally as a public face 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.
• Give 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.
• Utilize government resources and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long-term trust and relationships.
• Interact with customers in-person and through Intuit’s video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

Job description

Intuit Inc. is seeking dedicated year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You’ll provide hands-on tax preparation, tax advice, and product support while growing the local client base and fostering community relationships.

You will represent TurboTax locally, engage with prospects, and deliver a best-in-class customer experience. A valid EA/CPA or attorney license with PTIN, 3+ years of returns, and willingness to work