Tax Expert & Local Community Advisor

Jobtome; El Segundo (CA); Presencial; USD 45 000 - 50 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on Intuit products

Free TurboTax copy

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 in-person tax return preparation, advice, and software support while building local client relationships and contributing to community growth.

The role emphasizes tax expertise, customer service, and a proactive marketing presence in the community. You will work as part of a team, with a focus on delivering accurate tax solutions and outstanding

Qualificações

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN required by law to file taxes.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season using professional tax software.
• Familiarity with Circular 230.

Responsabilidades

• Be a proactive community ambassador, representing TurboTax locally.
• Engage with new prospects, nurture leads, and convert to clients.
• Lead local marketing efforts with TurboTax support to grow client base.
• Provide hands-on tax advice and complete preparation for TurboTax customers, handling simple to complex situations.
• Conduct discovery sessions and tax reviews to uncover deductions and plan future taxes.
• Use government sites and professional tools to deliver accurate tax solutions.
• Deliver exceptional customer experience through professionalism and genuine client care.
• Build long-term client relationships and advocate for TurboTax expertise in the community.
• Interact with customers in-person and via Intuit video tools.
• Address client inquiries and tax challenges.

Conhecimentos

Active EA CPA license

PTIN holder

Tax prep

Circular 230 knowledge

Onsite work

Bilingual English/Spanish

Formação académica

EA/CPA/Attorney license

Ferramentas

TurboTax

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 in-person tax return preparation, advice, and software support while building local client relationships and contributing to community growth.

The role emphasizes tax expertise, customer service, and a proactive marketing presence in the community. You will work as part of a team, with a focus on delivering accurate tax solutions and outstanding