Tax Advisor & Retail Expert - Local Community Champion

SonicJobs; Oxnard (CA); In loco; USD 45.000 - 50.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

TurboTax product discounts

Marketing & growth opportunities

Descrizione del lavoro

Intuit is seeking highly motivated TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations in the United States. You will provide in-person tax preparation, tax advice, and software support to clients, building long-term relationships and expanding the local client base.

You will represent TurboTax in the community, lead outreach efforts, and leverage marketing resources to grow your practice while delivering excellent customer experiences in a front-facing retail

Competenze

• Active, unrestricted EA/CPA/attorney license with tax preparation experience.
• PTIN valid to file taxes.
• Must have or obtain related state licenses/certificates/permits/bonds.
• Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season.
• Familiarity with Circular 230.
• Willing to work onsite at a TurboTax location, 20+ hours/week, Sundays included.
• Bilingual EN/ES is a plus.
• Experience in holistic tax advisory services beyond filing.
• Willing to wear TurboTax uniform and work front-facing retail.

Mansioni

• Represent TurboTax locally as a public face and trusted advisor.
• Provide hands-on tax advice and complete returns for customers.
• Support local marketing and community outreach efforts.
• Assist with tax planning and deductions optimization for clients.
• Deliver exceptional, customer‑centric service in a retail setting.

Conoscenze

EA/CPA/Attny license

PTIN

State licenses

1040 returns

Circular 230

Onsite retail

Bilingual EN/ES

Holistic tax advisory

Customer service

Formazione

EA/CPA/Attorney license

Strumenti

Tax software

Descrizione del lavoro

Intuit is seeking highly motivated TurboTax Retail Experts to join on-site teams at TurboTax Retail or Flagship locations in the United States. You will provide in-person tax preparation, tax advice, and software support to clients, building long-term relationships and expanding the local client base.

You will represent TurboTax in the community, lead outreach efforts, and leverage marketing resources to grow your practice while delivering excellent customer experiences in a front-facing retail