Retail Tax Expert & Community Growth Advocate

Intuit

South Gate (CA)

Sur place

USD 45 000 - 50 000

Temps partiel

Il y a 9 jours

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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

Résumé du poste

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax return preparation, tax advice, and software support to customers in person, becoming a trusted advisor in your community.

You’ll grow TurboTax’s client base by building relationships, delivering excellent service, and leveraging marketing and tools to help customers achieve positive financial outcomes, while wearing a TurboTax uniform and

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Must have PTIN to file taxes.
  • Must hold or obtain state licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal and state 1040 tax returns per tax season.
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax retail or flagship location, 20+ hours/week.
  • Weekend availability is expected.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory is preferred.
  • Willing to wear a TurboTax uniform and work in front-facing retail environment.

Responsabilités

  • Be a proactive community ambassador at local TurboTax locations.
  • Engage prospects, nurture leads, and convert them into long-term clients.
  • Lead local marketing with TurboTax support.
  • Provide hands-on tax advice and complete preparation services, handling simple to complex tax situations.
  • Facilitate discovery sessions and reviews to uncover deductions and maximize refunds.
  • Use government sites, tools, and team expertise to deliver accurate tax solutions.
  • Create an exceptional customer experience and build long-term relationships.
  • Interact with customers in-person and via TurboTax video tools.
  • Address client inquiries and help overcome tax-related challenges.

Connaissances

EA/CPA/Attny license
PTIN
State licenses
3+ years tax prep
Circular 230
Onsite work
Weekend hours
Bilingual English/Spanish
Holistic tax advisory
Retail front-facing
Uniform wear

Description du poste

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax return preparation, tax advice, and software support to customers in person, becoming a trusted advisor in your community.

You’ll grow TurboTax’s client base by building relationships, delivering excellent service, and leveraging marketing and tools to help customers achieve positive financial outcomes, while wearing a TurboTax uniform and

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