Tax Advisor & Community Ambassador (Retail)

Intuit, Inc.; La Grange (IL); On-site; USD 43,000 - 48,000; Part time

Benefits offered by this job

401(k) Savings Plan

paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free copy of TurboTax

Marketing support and collaboration

Job summary

Intuit, Inc. is seeking on-site TurboTax Retail Experts to assist customers with tax preparation, advisory services, and software support at TurboTax Retail or Flagship locations across the United States.

You will build local client relationships, participate in community outreach, and deliver a best-in-class customer experience while representing the TurboTax brand in a retail setting. Strong tax credentials and a willingness to work 20+ hours weekly are essential.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain 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.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Provide full service tax return preparation, tax advice, calculations, and software/product support for TurboTax customers.
• Grow TurboTax’s client base within the local community and establish long-term relationships.
• Engage with new prospects and convert them into long-term clients through proactive outreach.
• Assist in local marketing initiatives and make tax topics accessible to the community.

Skills

Tax expertise

Community outreach

Customer service

Bilingual English/Spanish

Sales / marketing

Front-facing

Education

EA/CPA/Attorney unrestricted license

PTIN holder

Tools

CRM/Sales tools

Tax preparation software

Job description

Intuit, Inc. is seeking on-site TurboTax Retail Experts to assist customers with tax preparation, advisory services, and software support at TurboTax Retail or Flagship locations across the United States.

You will build local client relationships, participate in community outreach, and deliver a best-in-class customer experience while representing the TurboTax brand in a retail setting. Strong tax credentials and a willingness to work 20+ hours weekly are essential.