Tax Expert & Onsite Community Advocate

SonicJobs; Ventura (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) match

Paid sick leave

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance

TurboTax product discounts

Job summary

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

Applicants must hold active tax licenses (EA/CPA/attorney), PTIN, and state credentials, with a minimum of 3 years of tax return experience.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Active PTIN required to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation 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.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content and resources for your community.
• Must be willing to wear a TurboTax uniform and work in a front facing retail environment.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice.
• Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language.
• Grow TurboTax client base through local marketing and community engagement with TurboTax support.

Skills

Tax preparation experience

PTIN holder

Bilingual English/Spanish

Customer service

CRM/Sales tools

Tax planning advisory

Education

EA license

CPA license

Attorney license

Tools

Professional tax software

CRM tools

Job description

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

Applicants must hold active tax licenses (EA/CPA/attorney), PTIN, and state credentials, with a minimum of 3 years of tax return experience.