Retail Tax Expert & Community Finance Advisor

Intuit, Inc.; Stamford (CT); On-site; USD 45,000 - 50,000; Full time

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

Free copy of TurboTax

Collaboration opportunities with Turbo

Job summary

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

You will assist in-person customers with full-service tax return preparation, tax advice, and software support, bringing tax expertise and a client-minded approach to the local community. This non-exempt, on-site role expects at least 20 hours per week, including Sundays, with opportunities to grow your client base and participate in local marketing and outreach

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN to file taxes.
• State licenses, certificates, permits, or bonds as required.
• Minimum 3 years of paid experience filing 1040 returns using professional software.
• Familiarity with Circular 230.
• Onsite availability at TurboTax retail or flagship location, Sundays through Saturdays, ~20 hours per week.
• Willingness to build a local and online social presence as a TurboTax Expert.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond filing.
• Willing to wear a TurboTax uniform and work front-facing in retail.

Responsibilities

• Be a proactive community ambassador, representing TurboTax locally.
• Engage with new prospects, nurture leads, and convert to long-term clients.
• Lead local marketing efforts to make taxes approachable.
• Provide hand-on tax advice and complete preparation services for customers.
• Facilitate discovery and reviews to uncover deductions and maximize refunds.
• Use government resources and team expertise to deliver accurate tax solutions.
• Deliver an exceptional customer experience and build long-term trust.

Job description

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

You will assist in-person customers with full-service tax return preparation, tax advice, and software support, bringing tax expertise and a client-minded approach to the local community. This non-exempt, on-site role expects at least 20 hours per week, including Sundays, with opportunities to grow your client base and participate in local marketing and outreach