Retail Tax Pro & Community Advocate

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States.

You will work with a team of financial experts to provide in-person tax preparation, tax advice, and software support for customers in your community. Ideal candidates are licensed tax professionals, with PTIN, circular 230 familiarity, and at least 3 years of experience filing 1040s.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Must have PTIN 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 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.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content.
• 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 representing TurboTax locally and as a public face.
• Engage with new prospects, nurture leads, and convert them into long-term clients.
• Lead and participate in local marketing with TurboTax support to grow the client base.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Handle simple to complex tax situations and provide planning advice.
• Utilize government resources, professional tools, and team expertise for accurate solutions.

Skills

EA/CPA/attorney license

PTIN

State licenses

3+ years tax returns

Circular 230

Onsite 20h/week

Bilingual EN/ES

Tax advisory

Uniform compliance

Face-to-face service

Tools

TurboTax software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations across the United States.

You will work with a team of financial experts to provide in-person tax preparation, tax advice, and software support for customers in your community. Ideal candidates are licensed tax professionals, with PTIN, circular 230 familiarity, and at least 3 years of experience filing 1040s.