Tax Expert: Retail Advisor & Community Advocate

Intuit, Inc.; La Grange (IL); On-site; USD 43,000 - 48,000; Part time

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

TurboTax product discounts

Free TurboTax copy

Marketing opportunities

Job summary

Intuit, Inc. is seeking onsite TurboTax - Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide tax return preparation, advice, calculations, and product support to walk clients through complex tax situations with clarity and care.

As a front-facing member of the team, you’ll grow the local client base, engage with the community, and maintain high service standards while adhering to Intuit’s policies and brand guidelines.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law 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 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.

Responsibilities

• Be a Proactive Community Ambassador representing TurboTax locally and in the community.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Deliver exceptional customer experience and build long-term relationships with clients, helping them achieve financial goals.

Skills

Tax preparation

Customer service

Communication skills

Bilingual EN/ES

Education

Active EA/CPA/Attorney license

Tools

TurboTax software

Job description

Intuit, Inc. is seeking onsite TurboTax - Retail Experts to assist customers at TurboTax Retail or Flagship locations across the United States. You will provide tax return preparation, advice, calculations, and product support to walk clients through complex tax situations with clarity and care.

As a front-facing member of the team, you’ll grow the local client base, engage with the community, and maintain high service standards while adhering to Intuit’s policies and brand guidelines.