Retail Tax Pro & Community Finance Advisor

Intuit, Inc.; Yorba Linda (CA); Sur place; USD 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Résumé du poste

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

You will provide in-person tax preparation, advice, and software support for customers, while growing the local client base and community presence. As a trusted advisor, you will educate clients on deductions, planning, and tax strategies, ensuring an excellent customer experience and building lasting relationships.

Qualifications

• Active, unrestricted EA, CPA, or attorney license.
• Active PTIN to file taxes as required by law.
• 3+ years of paid experience filing 30+ federal/state 1040 returns per season.
• Familiarity with Circular 230.
• Must be onsite 20+ hours per week at TurboTax Retail/Flagship.
• Willing to wear TurboTax uniform and work in front-facing retail.
• Must reside in the United States.

Responsabilités

• Be a proactive community ambassador for TurboTax locally.
• Provide hands-on tax advice and complete preparation services.
• Assist clients with deductions, planning, and complex tax scenarios.
• Deliver exceptional customer experience and foster long-term relationships.

Connaissances

Tax expertise

Customer service

Communication skills

English/Spanish

Formation

EA/CPA/Attorney license

Outils

Tax software

CRM tools

Description du poste

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

You will provide in-person tax preparation, advice, and software support for customers, while growing the local client base and community presence. As a trusted advisor, you will educate clients on deductions, planning, and tax strategies, ensuring an excellent customer experience and building lasting relationships.