Tax Advisor & Community Ambassador (Retail)

Intuit; Queen Creek (AZ); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

401(k) Matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Uniform provided

Job summary

Intuit is seeking highly motivated individuals to join our team as year-round TurboTax Retail Experts at a TurboTax Retail or Flagship location across the United States. You will work on-site assisting in-person customers with tax return preparation and advice using TurboTax products, building client relationships, and growing the local customer base.

This role requires active tax credentials (EA/CPA/Attorney), PTIN, and state licenses where applicable, plus at least 3 years of experience

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Must have PTIN 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 willing to work 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.
• Must reside within the United States.

Responsibilities

• Provide 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.

Skills

EA/CPA/Attorney

PTIN

Tax preparation

30+ returns

Tools

Tax software

CRM/sales tools

Job description

Intuit is seeking highly motivated individuals to join our team as year-round TurboTax Retail Experts at a TurboTax Retail or Flagship location across the United States. You will work on-site assisting in-person customers with tax return preparation and advice using TurboTax products, building client relationships, and growing the local customer base.

This role requires active tax credentials (EA/CPA/Attorney), PTIN, and state licenses where applicable, plus at least 3 years of experience