Tax Expert & Community Growth Consultant

Intuit Inc.

Greenwich (CT)

On-site

USD 45,000 - 50,000

Full time

14 days+
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Benefits offered by this job

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

Job summary

Intuit Inc. seeks TurboTax Retail Experts to join onsite teams at TurboTax Retail or Flagship locations across the United States. You will assist customers with in-person tax preparation and advice while helping to grow the local client base and deliver excellent service.

Work on-site and engage with the community, leveraging TurboTax tools to support clients through tax returns, planning, and software guidance in a fast-paced retail environment.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license.
  • PTIN required by law to file taxes.
  • Must possess or obtain relevant State licenses/certificates.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional software.
  • Familiarity with Circular 230.
  • Must be able to work onsite at a TurboTax retail/flagship location, 20+ hours/week.
  • Bilingual English/Spanish is a plus.
  • Experience in holistic tax advisory services beyond tax filing.

Responsibilities

  • Provide hands-on tax advice and complete tax returns for TurboTax customers.
  • Conduct discovery sessions and reviews to uncover deductions and plan taxes.
  • Deliver accurate tax solutions using government resources, professional tools, and team expertise.

Skills

EA/CPA/Attny license
PTIN
State licenses
Tax return experience
Circular 230
onsite availability
Bilingual EN/ES
Tax advisory

Tools

Tax software
CRM tools

Job description

Intuit Inc. seeks TurboTax Retail Experts to join onsite teams at TurboTax Retail or Flagship locations across the United States. You will assist customers with in-person tax preparation and advice while helping to grow the local client base and deliver excellent service.

Work on-site and engage with the community, leveraging TurboTax tools to support clients through tax returns, planning, and software guidance in a fast-paced retail environment.

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