Retail Tax Expert & Community Growth Advocate

Intuit, Inc.; San Bernardino (CA); Sur place; USD 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

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 TurboTax copy

Ongoing collaboration opportunities

Résumé du poste

Intuit, Inc. is seeking TurboTax Retail Experts to help customers at on-site locations across the United States. You will provide full-service tax return preparation, tax advice, and software support in a welcoming, front-facing role.

Role emphasizes community engagement, growing the client base, and delivering an exceptional customer experience with TurboTax tools and marketing support.

Qualifications

• Active, unrestricted professional license (EA/CPA/attorney) with strong tax preparation experience.
• PTIN required by law to file taxes.
• Must have or be able to obtain related state licenses/certificates.
• Minimum 3 years preparing 30+ federal/state tax returns per season.
• Familiar with Circular 230 regulations.
• Onsite availability 20+ hours weekly at TurboTax location.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond basic filing.
• Willing to wear a TurboTax uniform and work in a front-facing environment.

Responsabilités

• Be a proactive community ambassador representing TurboTax locally.
• Engage new prospects, nurture leads, convert to long-term clients.
• Lead local marketing efforts with TurboTax support to grow client base.
• Provide hands-on tax advice and complete tax returns for customers.
• Perform tax reviews to maximize refunds and future planning.
• Deliver accurate tax solutions using available resources.

Connaissances

Active EA/CPA/attorney license

PTIN (Preparer Tax ID)

State licenses/certificates permits

Filing 30+ federal/state returns

Circular 230 familiarity

Onsite 20+ hours/week

Bilingual English/Spanish

Holistic tax advisory

willingness to wear TurboTax uniform

Front-facing customer service

CRM/sales tools proficiency

Tax preparation software proficiency

Outils

CRM software

Tax preparation software

Description du poste

Intuit, Inc. is seeking TurboTax Retail Experts to help customers at on-site locations across the United States. You will provide full-service tax return preparation, tax advice, and software support in a welcoming, front-facing role.

Role emphasizes community engagement, growing the client base, and delivering an exceptional customer experience with TurboTax tools and marketing support.