Tax Expert & Community Growth Champion (Retail)

Intuit; South El Monte (CA); Presencial; USD 68 000 - 75 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

401(k) with company match

Employee stock purchase plan

Discounts on Intuit products

Resumo da oferta

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support for in-person customers, while growing the local client base and fostering community relationships.

Expect a proactive ambassador role with local marketing support and community engagement. You will work on-site, serving as a trusted advisor in a front-facing retail environment, with a

Qualificações

• Active, unrestricted EA, CPA, or attorney license.
• PTIN required by law to file taxes.
• Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 returns per tax season using professional software.
• Familiarity with Circular 230.
• Must be onsite 20 hours/week at a TurboTax location.

Responsabilidades

• Provide hands-on tax return preparation and tax advice for TurboTax customers.
• Conduct discovery sessions and tax reviews to maximize refunds and plan future taxes.
• Deliver a best-in-class customer experience and build local client relationships.

Conhecimentos

EA/CPA/Attorney license

PTIN

State licenses

Tax preparation experience

Bilingual English/Spanish

Tax advisory services

Ferramentas

CRM/sales tools

Tax preparation software

Descrição da oferta de emprego

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support for in-person customers, while growing the local client base and fostering community relationships.

Expect a proactive ambassador role with local marketing support and community engagement. You will work on-site, serving as a trusted advisor in a front-facing retail environment, with a