Retail Tax Pro & Community Advocate

Intuit; Temple City (CA); Vor Ort; USD 44.000 - 50.000; Vollzeit

Benefits dieser Stelle

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Zusammenfassung

Intuit is seeking TurboTax Retail Experts to serve customers at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support, building long-term client relationships in the community.

You’ll work on-site, represent TurboTax locally, and leverage marketing resources to grow your client base while delivering exceptional service.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• Must have PTIN as required by law to file taxes.
• Must possess/state licenses, certificates, permits, or bonds.
• Minimum 3 years of paid 1040 tax returns (30+ per season) using pro software.
• Familiar with Circular 230.
• Willing to work onsite at a TurboTax location, 20+ hrs/week.
• Interest in building local/online presence as a TurboTax Expert.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory beyond filing.
• Willing to wear TurboTax uniform.

Aufgaben

• Provide hands-on tax advice and preparation for TurboTax customers.
• Conduct discovery sessions to optimize deductions and refunds.
• Deliver accurate tax solutions using government resources and team expertise.
• Represent TurboTax in the community and grow client base locally.
• Assist in marketing and outreach to attract new clients.
• Ensure excellent customer experience in a front-facing setting.

Kenntnisse

EA/CPA/Attorney

PTIN

State Licenses

3+ yrs Tax Returns

Circular 230

Onsite Retail

Bilingual EN/ES

Tax Advisory

Uniformed

Customer-facing

Jobbeschreibung

Intuit is seeking TurboTax Retail Experts to serve customers at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support, building long-term client relationships in the community.

You’ll work on-site, represent TurboTax locally, and leverage marketing resources to grow your client base while delivering exceptional service.