Tax Advisor & Retail Expert — Community Advocate

Intuit, Inc.; Surprise (AZ); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

401(k) match

Paid sick time

Employee stock purchase plan

E&O insurance

Employee Assistance Program

TurboTax discount

Marketing support

Job summary

Intuit, Inc. is seeking skilled TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, building local relationships and growing the customer base. You will serve as a trusted advisor, leveraging your tax expertise to maximize refunds and plan future taxes while representing TurboTax in the community through local events and marketing

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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
• 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

• Be a proactive community ambassador representing TurboTax locally and as a public face.
• Engage with prospects, nurture leads, and convert them into long-term clients.
• Lead and participate in local marketing efforts to make taxes accessible and approachable.
• Provide hands-on tax advice and complete preparation services for TurboTax customers across simple to complex tax scenarios.
• Facilitate discovery sessions and tax reviews to uncover deductions and plan for taxes.
• Use government resources and professional tools to deliver accurate tax solutions in everyday language.
• Deliver exceptional customer experience through professionalism and genuine client care.
• Help clients connect with long-term trust and foster repeat business.
• Interact with customers in-person and via Intuit tools; address inquiries and tax challenges.

Skills

Entrepreneurial spirit

Self-driven

People skills

Bilingual (EN/ES)

Customer service

Tax knowledge

Education

EA license

CPA license

Attorney license

Tools

CRM software

Job description

Intuit, Inc. is seeking skilled TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, building local relationships and growing the customer base. You will serve as a trusted advisor, leveraging your tax expertise to maximize refunds and plan future taxes while representing TurboTax in the community through local events and marketing