Tax Advisor & Local Growth Champion

Intuit; San Gabriel (CA); Sur place; USD 44 000 - 50 000; Temps partiel

Avantages offerts par ce poste

401(k) with company match

Employee Stock Purchase Plan

Sick time

E&O Insurance provided by Intuit

Product discounts

Résumé du poste

Intuit is seeking dedicated year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. As a TurboTax Retail Expert you will provide full service tax return preparation and tax advice to in-person customers.

You will build relationships in the local community, grow the client base, and support marketing efforts. The role is non-exempt and requires onsite presence; candidates must be able to work at least 20 hours per week including

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law 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 or more 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 in accordance with Intuit's policies
• 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

Responsabilités

• Represent TurboTax locally and engage with new prospects to convert them into long-term clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Deliver accurate tax solutions using available resources and team expertise.
• Grow TurboTax client base through local marketing and community outreach.

Connaissances

EA/CPA/Attorney license

PTIN

State licenses

Tax prep experience

Circular 230

On-site 20 hrs/wk

Bilingual English/Spanish

Front-facing retail

Outils

Tax software

CRM tools

Description du poste

Intuit is seeking dedicated year-round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. As a TurboTax Retail Expert you will provide full service tax return preparation and tax advice to in-person customers.

You will build relationships in the local community, grow the client base, and support marketing efforts. The role is non-exempt and requires onsite presence; candidates must be able to work at least 20 hours per week including