Tax Expert & Community Advocate (Retail)

Jobtome; South Pasadena (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O insurance provided by Intuit

Discounts on Intuit products

Marketing support

Job summary

Intuit is seeking TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, tax advice, and software support, while building relationships with local clients and growing the business in your community.

Candidates should have active EA/CPA/attorney credentials or PTIN, at least 3 years of experience filing many returns, and be comfortable working weekends.

Qualifications

• Active, unrestricted EA, CPA, or attorney license preferred.
• Active PTIN required to file taxes.
• Minimum 3 years of paid experience filing 30+ federal and state 1040 tax returns per tax season.
• Familiarity with Circular 230.
• Comfortable working onsite at a TurboTax location, weekends as needed.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Grow client base through local outreach and community engagement.
• Deliver best-in-class customer experience with professionalism and empathy.
• Assist with marketing and community events to raise TurboTax presence.

Skills

Tax prep

Tax law

Bilingual

CRM tools

Customer service

Onsite work

Tools

TurboTax software

CRM systems

Job description

Intuit is seeking TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax return preparation, tax advice, and software support, while building relationships with local clients and growing the business in your community.

Candidates should have active EA/CPA/attorney credentials or PTIN, at least 3 years of experience filing many returns, and be comfortable working weekends.