Tax Prep Pro & Community Advocate — Retail Expert

Intuit, Inc.; Lynwood (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) Savings Plan 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. is seeking highly motivated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States.

You will provide in-person tax return preparation, expert advice, and software support, helping clients navigate complex tax situations with personalized language. You will also cultivate a local client base, engage with the community, and collaborate with TurboTax marketing to grow the business, while delivering a best-in-class customer experience in a

Qualifications

• Active, unrestricted EA, CPA, or attorney license is required or preferred.
• Must have or be able to obtain PTIN to file taxes.
• Experience with tax preparation software and professional tools.

Responsibilities

• Provide hands-on tax return preparation and tax advice for TurboTax customers.
• Conduct discovery sessions and reviews to optimize deductions and refunds.
• Deliver exceptional customer service in a retail environment; build local client relationships.

Skills

Tax preparation

Customer service

On-site work

Education

EA/CPA/Attorney license

PTIN registration

Tools

Tax software

CRM tools

Job description

Intuit, Inc. is seeking highly motivated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States.

You will provide in-person tax return preparation, expert advice, and software support, helping clients navigate complex tax situations with personalized language. You will also cultivate a local client base, engage with the community, and collaborate with TurboTax marketing to grow the business, while delivering a best-in-class customer experience in a