Retail Tax Pro — Local Expert & Community Advocate

Intuit; Stanton (CA); On-site; USD 44,000 - 50,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on TurboTax products

Free TurboTax copy

Job summary

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. On-site, you’ll assist in-person customers with TurboTax products, provide full-service tax preparation and advice, and help customers achieve positive financial outcomes.

You will grow TurboTax’s local client base, collaborate with marketing support, and serve as a friendly local ambassador for TurboTax in the community.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN as required to file taxes.
• Must possess or be able to 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 and resources for your community.
• Experience in holistic tax advisory services beyond tax filing.

Responsibilities

• Be a proactive community ambassador representing TurboTax locally.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals.
• Connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit's video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

EA/CPA/license

PTIN

State licenses

Tax return experience

Circular 230

Onsite availability

Bilingual EN/ES (plus)

Retail front-facing

Job description

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. On-site, you’ll assist in-person customers with TurboTax products, provide full-service tax preparation and advice, and help customers achieve positive financial outcomes.

You will grow TurboTax’s local client base, collaborate with marketing support, and serve as a friendly local ambassador for TurboTax in the community.