Retail Tax Pro & Community Advocate

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

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Job summary

Intuit, Inc. is hiring TurboTax - Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support, aiming to grow the client base and foster long-term relationships with the local community.

The role requires on-site presence, a strong tax background, and the ability to engage customers in a friendly, professional manner while representing TurboTax in local markets.

Qualifications

• Active, unrestricted EA/CPA or attorney license is required.
• PTIN must be active to file taxes.
• Must possess or be able to obtain related State licenses/certifications/bonds.
• Minimum 3 years of paid experience filing 30+ federal and state Form 1040s per season using professional tax software.

Responsibilities

• Provide on-site tax preparation and advice for TurboTax customers.
• Conduct discovery sessions and reviews to maximize deductions and refunds.
• Deliver exceptional customer experiences and build long-term client relationships.

Skills

Tax preparation

Client advisory

Sales mindset

CRM usage

Education

EA/CPA/attorney license

PTIN holder

State licenses

Job description

Intuit, Inc. is hiring TurboTax - Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support, aiming to grow the client base and foster long-term relationships with the local community.

The role requires on-site presence, a strong tax background, and the ability to engage customers in a friendly, professional manner while representing TurboTax in local markets.