Tax Expert & Community Ambassador - Onsite Retail

Intuit; Orange (CA); Presencial; USD 44.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Free TurboTax copy

Marketing support

Descripción de la vacante

Intuit seeks highly motivated individuals to join our TurboTax Retail/Flagship team as Retail Experts. You will work on-site at a TurboTax Retail or Flagship location, serving in-person customers and delivering full-service tax preparation, tax advice, and software support.

In this role, you will grow the local client base by engaging with the community, establishing long-term relationships, and leveraging TurboTax resources to provide tailored tax solutions in everyday language.

Formación

• Active, unrestricted EA, CPA, or attorney license.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040s per tax season using professional software.
• Familiarity with Circular 230.
• Must be onsite at a TurboTax location, weekends and variable hours.

Responsabilidades

• Be a proactive community ambassador for TurboTax locally.
• Provide hands-on tax advice and complete tax return preparation.
• Deliver an exceptional customer experience and build long-term client relationships.

Conocimientos

Tax preparation experience

Customer service

Sales outreach

Bilingual (English/Spanish)

On-site work

Educación

EA/CPA/Attorney license

PTIN required

Herramientas

TurboTax software

CRM tools

Descripción del empleo

Intuit seeks highly motivated individuals to join our TurboTax Retail/Flagship team as Retail Experts. You will work on-site at a TurboTax Retail or Flagship location, serving in-person customers and delivering full-service tax preparation, tax advice, and software support.

In this role, you will grow the local client base by engaging with the community, establishing long-term relationships, and leveraging TurboTax resources to provide tailored tax solutions in everyday language.