Retail TurboTax Expert & Community Advocate

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

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax product discounts

Marketing support

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to assist customers in-person at Retail or Flagship locations nationwide. You will provide hands-on tax preparation, advice, and software support, building local relationships and driving client loyalty.

You will work onsite, 20+ hours/week, with a focus on accurate tax solutions and excellent customer service. A license (EA/CPA/attorney) and PTIN are required, with bilingual skills a plus.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• Must have PTIN to file taxes.
• 3+ years filing 1040 returns with professional software.
• Familiarity with Circular 230.
• Onsite availability at a TurboTax location, 20+ hours/week.
• Willing to wear a TurboTax uniform and work front-facing retail.

Responsibilities

• Be a proactive community ambassador at a TurboTax Retail/Flagship location.
• Provide hands-on tax advice and complete returns for customers.
• Grow the client base through local outreach and events.
• Deliver an exceptional in-person customer experience.

Skills

Tax preparation experience

Active EA/CPA/Attny license

PTIN holder

Circular 230 familiarity

Onsite retail availability 20+ hrs/wk

Bilingual English/Spanish a plus

Front-facing customer service

Tax advisory beyond filing

Uniformed appearance

CRM/sales tools proficiency

Education

EA/CPA/Attorney license

Tools

Professional tax software

CRM tools

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to assist customers in-person at Retail or Flagship locations nationwide. You will provide hands-on tax preparation, advice, and software support, building local relationships and driving client loyalty.

You will work onsite, 20+ hours/week, with a focus on accurate tax solutions and excellent customer service. A license (EA/CPA/attorney) and PTIN are required, with bilingual skills a plus.