Retail Tax Pro & Community Advisor (EA/CPA)

Intuit, Inc.; Wylie (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

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

Ongoing collaboration opportunities &

Job summary

Intuit, Inc. seeks dedicated TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You will combine tax expertise and community engagement to assist customers with full-service tax preparation and software support, while growing a local client base.

You will be a trusted advisor, providing personalized tax advice, planning guidance, and a superior customer experience in a front-facing retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsibilities

• Be a Proactive Community Ambassador
• Provide Tax Expertise
• Deliver a Best in Class Customer Experience

Skills

Tax expertise

Customer service

Community outreach

Public speaking

Tools

Tax preparation software

CRM software

Job description

Intuit, Inc. seeks dedicated TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States. You will combine tax expertise and community engagement to assist customers with full-service tax preparation and software support, while growing a local client base.

You will be a trusted advisor, providing personalized tax advice, planning guidance, and a superior customer experience in a front-facing retail environment.