Tax Pro & Community Advocate — Retail Expert

Intuit, Inc.; Dallas (TX); On-site; USD 30,000 - 47,000; Part time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

Discounts on Intuit products

Marketing support

Job summary

Intuit, Inc. is seeking licensed tax professionals to join our TurboTax Retail Expert team. You will work on-site at a TurboTax Retail or Flagship location, delivering in-person tax preparation, expert advice, and personalized service to customers.

You will engage with the local community, grow the client base, and leverage marketing support to build long-term relationships while maintaining high service standards in a fast-paced retail environment.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with tax preparation experience.
• Active PTIN required to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Must be able to work onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week.

Responsibilities

• Proactively represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• 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.
• Deliver exceptional customer experience and build long-term relationships; connect with people to grow a local client base.

Skills

Tax prep

EA/CPA/Attorney

PTIN

Onsite retail

Bilingual EN/ES

CRM/Sales tools

Tools

TurboTax

CRM

Job description

Intuit, Inc. is seeking licensed tax professionals to join our TurboTax Retail Expert team. You will work on-site at a TurboTax Retail or Flagship location, delivering in-person tax preparation, expert advice, and personalized service to customers.

You will engage with the local community, grow the client base, and leverage marketing support to build long-term relationships while maintaining high service standards in a fast-paced retail environment.