Retail Tax Pro & Community Advisor

Intuit; La Cañada Flintridge (CA); Presencial; USD 45.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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 (TurboTax

Marketing support and growth network

Descripción de la vacante

Intuit is seeking TurboTax Retail Experts to deliver in-person tax preparation, advice, and software assistance at TurboTax Retail or Flagship locations. You will join a collaborative team of financial professionals and serve customers with personalized tax solutions.

You will grow your local client base, build long-term relationships, and participate in community engagement efforts while representing Intuit in the market. This is an onsite, non-exempt role with at least 20 hours per week.

Formación

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• PTIN required 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 individual 1040 tax returns per tax season.
• 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.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community.

Responsabilidades

• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
• Utilize government resources and professional tools to deliver accurate tax solutions.
• Engage with local community to grow TurboTax clientele and maintain client relationships.

Conocimientos

Tax expertise

Customer service

Community outreach

Bilingual English/Spanish

Onsite presence

CRM proficiency

Communication skills

Entrepreneurial mindset

Educación

EA license

CPA license

Attorney license

PTIN

Herramientas

Tax preparation software

CRM

Descripción del empleo

Intuit is seeking TurboTax Retail Experts to deliver in-person tax preparation, advice, and software assistance at TurboTax Retail or Flagship locations. You will join a collaborative team of financial professionals and serve customers with personalized tax solutions.

You will grow your local client base, build long-term relationships, and participate in community engagement efforts while representing Intuit in the market. This is an onsite, non-exempt role with at least 20 hours per week.