Tax Pro & Community Advisor - Onsite Retail Expert

Intuit Inc.; Mesquite (TX); On-site; USD 28,000 - 41,000; Part time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

Intuit Inc. is seeking TurboTax - Retail Experts who will work on-site at a TurboTax Retail or Flagship location to provide full-service tax return preparation and expert tax guidance to customers.

You will engage with clients in-person, leveraging your tax knowledge and Intuit tools to deliver accurate results. The role emphasizes building local client relationships, growing the TurboTax customer base within the community, and supporting marketing efforts to drive loyalty and prosperity for

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax prep experience.
• Active PTIN to file taxes.
• Must have 3+ years of paid tax return prep experience using professional software.
• Circular 230 familiarity.

Responsibilities

• Provide on-site full-service tax return preparation and advice.
• Build client relationships and grow local client base.
• Assist customers with tax planning and software support.
• Represent TurboTax service in community outreach.

Skills

Tax preparation

Client advisory

Tax law knowledge

Communication skills

Education

EA/CPA/attorney license

Tools

Tax software

CRM tools

Job description

Intuit Inc. is seeking TurboTax - Retail Experts who will work on-site at a TurboTax Retail or Flagship location to provide full-service tax return preparation and expert tax guidance to customers.

You will engage with clients in-person, leveraging your tax knowledge and Intuit tools to deliver accurate results. The role emphasizes building local client relationships, growing the TurboTax customer base within the community, and supporting marketing efforts to drive loyalty and prosperity for