Retail Tax Expert: Local Pro & Community Advisor

Intuit, Inc.; Palos Hills (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products including

Free copy of TurboTax

Marketing support

Job summary

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

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, building lasting relationships and growing the local client base. You will lead local marketing efforts, engage communities, and leverage TurboTax resources to deliver accurate, personalized tax solutions while complying with Circular 230 and

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required by law to file taxes.
• Must possess or be able to obtain related State licenses/certificates/bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 tax returns per season using professional tax software.
• Familiarity with Circular 230.
• Must be onsite at a TurboTax location, 20+ hours per week.
• Interest in building a local and online TurboTax presence in the community.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond tax filing.
• Willing to wear a TurboTax uniform and work front-facing retail.

Responsibilities

• Be a Proactive Community Ambassador, representing TurboTax locally and engaging with prospects.
• Provide hands-on tax advice and complete preparation services for customers.
• Deliver a best-in-class customer experience through professionalism and a customer-first attitude.

Skills

Tax preparation experience

Onsite customer service

Bilingual English/Spanish

Community engagement

CRM/sales tools proficiency

Education

Active EA/CPA/Attorney license

PTIN holder

State licenses/certificates

Tools

Tax preparation software

CRM software

Job description

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

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, building lasting relationships and growing the local client base. You will lead local marketing efforts, engage communities, and leverage TurboTax resources to deliver accurate, personalized tax solutions while complying with Circular 230 and