Retail Tax Expert & Community Growth Advisor

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

Benefits offered by this job

401(k) Savings Plan with company认证

Employee Stock Purchase Plan

Discounts on Intuit products including

Ongoing collaboration opportunities

Job summary

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

You will provide hands-on tax preparation, advice, and software support to customers, while building meaningful relationships in your community. Responsibilities include growing the client base, delivering personalized tax solutions, and ensuring a best-in-class customer experience.

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. 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

Responsibilities

• Be a Proactive Community Ambassador: Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• Be a Proactive Community Ambassador: Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Be a Proactive Community Ambassador: 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).
• Provide Tax Expertise: Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Provide Tax Expertise: 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).
• Deliver a Best in Class Customer Experience: Connect with people to build the long‑term trust that turns a one‑time transaction into a loyal, multi‑year relationship.
• Deliver a Best in Class Customer Experience: Interact with customers both in-person and through Intuit’s state‑of‑the‑art video communication tools.
• Deliver a Best in Class Customer Experience: Address client inquiries while helping them overcome tax‑related challenges.

Skills

EA/CPA/attorney license

PTIN

Tax preparation experience

Bilingual English/Spanish

Customer service

Tools

Tax preparation software

CRM/Sales tools

Job description

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

You will provide hands-on tax preparation, advice, and software support to customers, while building meaningful relationships in your community. Responsibilities include growing the client base, delivering personalized tax solutions, and ensuring a best-in-class customer experience.