Tax Advisor & Community Advocate - In-Store Retail

Intuit, Inc.

Downers Grove (IL)

On-site

USD 43,000 - 47,000

Full time

14 days+

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
Discounts on Intuit products
Free TurboTax copy
Marketing support

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location in Illinois. You will provide hands-on tax preparation, tax advice, and software support while fostering local client relationships.

The role requires onsite presence, 20+ hours per week, and strong tax credentials (EA/CPA/attorney with PTIN). Bilingual English/Spanish is a plus, with competitive benefits and a strong pay-for-performance approach.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
  • Active PTIN to file taxes.
  • Must possess or be able to obtain any related 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.

Responsibilities

  • Provide hands-on tax preparation and tax advice for TurboTax customers.
  • Conduct discovery sessions and tax reviews to uncover deductions and plan forward.
  • Build local client base and relationships through outreach and community engagement.
  • Assist customers with tax planning and complex tax situations.
  • Utilize government resources and team expertise for accurate solutions.

Skills

Tax expertise
Customer service
Onsite retail
English/Spanish
Communication skills

Education

EA license
CPA license
Attorney license
PTIN holder
State licenses

Tools

TurboTax software
CRM software

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at a TurboTax Retail or Flagship location in Illinois. You will provide hands-on tax preparation, tax advice, and software support while fostering local client relationships.

The role requires onsite presence, 20+ hours per week, and strong tax credentials (EA/CPA/attorney with PTIN). Bilingual English/Spanish is a plus, with competitive benefits and a strong pay-for-performance approach.

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