Retail Tax Pro & Community Advisor (Onsite)

Intuit, Inc.

New Haven (CT)

On-site

USD 45,000 - 50,000

Full time

7 days ago
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Benefits offered by this job

401(k) matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Product discounts including TurboTax

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. This role blends tax expertise with community engagement to help customers navigate their taxes and grow a local client base.

You'll provide hands-on tax preparation and advice, support in-store marketing, and build long-term relationships while representing TurboTax in the community. On-site, non-exempt, 20+ hours/week, with strong pay and benefits.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN as required by law to file taxes.
  • Minimum of 3 years of paid experience filing 30+ federal and state 1040 tax returns per tax season using professional tax software.
  • Familiarity with Circular 230.
  • Must be comfortable working onsite at a TurboTax retail or flagship location, 20+ hours per week.

Responsibilities

  • Be a proactive community ambassador for TurboTax locally.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Develop long-term client relationships and contribute to local marketing efforts.

Skills

EA/CPA/Attorney
PTIN
Onsite retail
Tax advisory
Uniform-required
Front-facing
Bilingual EN-SPAN
Tax prep experience

Tools

Tax preparation software
CRM tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. This role blends tax expertise with community engagement to help customers navigate their taxes and grow a local client base.

You'll provide hands-on tax preparation and advice, support in-store marketing, and build long-term relationships while representing TurboTax in the community. On-site, non-exempt, 20+ hours/week, with strong pay and benefits.

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