Tax Advisor - Retail & Community Growth

Intuit Inc.; Anaheim (CA); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Product discounts (free TurboTax copy)

Job summary

Intuit is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, providing in-person tax preparation, advice, and planning while growing the local client base.

You will engage with the community, leverage marketing support and TurboTax tools to deliver accurate tax solutions and excellent customer service. This non-exempt, on-site role requires at least 20 hours per week and a professional appearance.

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 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.
• Interest in building a local and online social presence as a TurboTax Expert.
• 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 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 financial goals.

Skills

EA/CPA/attorney license

PTIN

State licenses

3+ years tax returns

Circular 230

Onsite 20+ hrs/week

Bilingual English/Spanish

Tax advisory experience

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, providing in-person tax preparation, advice, and planning while growing the local client base.

You will engage with the community, leverage marketing support and TurboTax tools to deliver accurate tax solutions and excellent customer service. This non-exempt, on-site role requires at least 20 hours per week and a professional appearance.