Tax Pro & Community Advisor (Retail - Onsite)

Intuit, Inc.; Orland Park (IL); Sur place; USD 43 000 - 48 000; Temps partiel

Avantages offerts par ce poste

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products including

Résumé du poste

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support while engaging with the local community to grow the client base. This on-site, non-exempt role requires a valid EA/CPA or attorney license, PTIN, and at least 3 years of tax filing experience.

Qualifications

• Active, unrestricted EA/CPA or attorney license with strong tax preparation experience.
• 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+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Must be willing to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.

Responsabilités

• 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.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals.
• Interact with customers both in-person and through Intuit’s video communication tools.

Connaissances

EA/CPA license

Tax preparation

PTIN

Bilingual English/Spanish

Circular 230 knowledge

Outils

Tax prep software

CRM tools

Description du poste

Intuit, Inc. is seeking TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax return preparation, tax advice, and software support while engaging with the local community to grow the client base. This on-site, non-exempt role requires a valid EA/CPA or attorney license, PTIN, and at least 3 years of tax filing experience.