Tax Expert & Community Advocate - Retail Onsite

Intuit, Inc.; Villa Park (IL); On-site; USD 43,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work onsite at a TurboTax Retail or Flagship location in Illinois, USA.

You will perform full-service tax preparation, offer tax guidance, and build relationships with local customers within a retail setting. Ideal candidates hold active tax licenses (EA/CPA/Attorney), have 3+ years of preparation experience, and are comfortable with in-person service, marketing activities, and bilingual communications.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required to file taxes.
• Must possess or obtain state licenses, certificates, permits, or bonds as needed.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax 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.
• Willingness to wear a TurboTax uniform.
• Bilingual English/Spanish is a plus.

Responsibilities

• Represent TurboTax locally as a community ambassador and attract new clients.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Deliver an exceptional customer experience and build long-term client relationships.
• Support local marketing and outreach initiatives with TurboTax resources.

Skills

Tax preparation experience

Bilingual English/Spanish

Circular 230 familiarity

Retail environment experience

Education

EA/CPA/Attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work onsite at a TurboTax Retail or Flagship location in Illinois, USA.

You will perform full-service tax preparation, offer tax guidance, and build relationships with local customers within a retail setting. Ideal candidates hold active tax licenses (EA/CPA/Attorney), have 3+ years of preparation experience, and are comfortable with in-person service, marketing activities, and bilingual communications.