Tax Expert & Community Advocate - Retail Onsite

Intuit, Inc.

La Grange (IL)

On-site

USD 43,000 - 48,000

Part time

11 days ago

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Benefits offered by this job

401(k) with company matching
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided
Employee Assistance Program
Discounts on Intuit products (free Tur

Job summary

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in Illinois. You will provide hands-on tax preparation, tax advice, and software support to walk-in customers, delivering accurate results and friendly service.

This role emphasizes local engagement and building a client base while following Intuit’s standards. You’ll be part of a dynamic team, able to grow a local reputation as a trusted tax advisor and help clients achieve favorable outcomes.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
  • Active PTIN required to file taxes.
  • Minimum of 3 years filing 30+ federal and state 1040 returns per tax season.
  • Familiarity with Circular 230.
  • Must work onsite at a TurboTax retail/flagship location, 20+ hours/week, weekends included.
  • Willingness to build local and online presence as a TurboTax Expert.
  • Bilingual English/Spanish a plus.
  • Front-facing retail environment experience.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers.
  • Perform tax planning, deductions optimization, and amendments.
  • Engage with the local community to grow TurboTax client base.
  • Deliver an exceptional customer experience in a retail setting.

Skills

Tax preparation experience
Customer service
Communication skills
CRM / sales tools
English/Spanish bilingual

Education

EA license
CPA license
Attorney license
PTIN
State licenses/certifications

Tools

TurboTax software

Job description

Intuit, Inc. seeks TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in Illinois. You will provide hands-on tax preparation, tax advice, and software support to walk-in customers, delivering accurate results and friendly service.

This role emphasizes local engagement and building a client base while following Intuit’s standards. You’ll be part of a dynamic team, able to grow a local reputation as a trusted tax advisor and help clients achieve favorable outcomes.

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