Tax Pro & Community Advisor — Retail TurboTax Expert

SonicJobs; Plano (TX); Presencial; USD 35.000 - 52.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

401(k) Savings Plan

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Marketing/Community support

Descripción de la vacante

Intuit is seeking TurboTax Retail Experts to serve customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax advice, complete returns, and build local client relationships with a customer-first approach.

The role emphasizes community engagement, referrals, and collaboration with marketing support while working onsite 20+ hours per week in a retail setting. Prior tax preparation experience and required PTIN are essential.

Formación

• 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.
• 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 in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front facing retail environment

Responsabilidades

• Provide Tax Expertise: Give 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.

Conocimientos

Strong tax prep experience

Bilingual English/Spanish (a plus)

Excellent communication

Customer-focused service

Educación

EA/CPA/attorney license

PTIN required

State licenses/certificates

3+ years filing 1040s

Circular 230 familiarity

Herramientas

CRM tools

Tax prep software

Descripción del empleo

Intuit is seeking TurboTax Retail Experts to serve customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax advice, complete returns, and build local client relationships with a customer-first approach.

The role emphasizes community engagement, referrals, and collaboration with marketing support while working onsite 20+ hours per week in a retail setting. Prior tax preparation experience and required PTIN are essential.