Retail Tax Expert: Local Pro & Community Advocate

Intuit, Inc.

Lisle (IL)

On-site

USD 43,000 - 48,000

Part time

11 days ago

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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
TurboTax discount (free copy)
Marketing support and growth network

Job summary

Intuit is seeking TurboTax Retail Experts to assist in-person customers at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, calculations, and software support in a welcoming, community-focused setting.

Responsibilities include growing the local TurboTax client base, delivering excellent customer experiences, and representing TurboTax as a trusted community advisor.

Qualifications

  • Active, unrestricted EA/CPA/license.
  • PTIN required by law to file taxes.
  • Must possess or obtain State licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Familiarity with Circular 230 is preferred.
  • Must be able to work onsite at a TurboTax location, 20 hours/week minimum.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond filing.
  • Must wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

  • Be a proactive community ambassador for TurboTax locally.
  • Provide hands-on tax advice and complete preparation services for customers.
  • Lead local marketing efforts and build a long-term client base within the community.
  • Deliver accurate tax solutions using available resources and tools.
  • Create accessible tax-related content and resources for the community.

Skills

EA/CPA license
PTIN
State licenses
Tax return prep experience
Circular 230
Onsite 20 hrs/wk
Bilingual EN/ES
Holistic tax advisory
Front-facing retail

Job description

Intuit is seeking TurboTax Retail Experts to assist in-person customers at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, calculations, and software support in a welcoming, community-focused setting.

Responsibilities include growing the local TurboTax client base, delivering excellent customer experiences, and representing TurboTax as a trusted community advisor.

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