Tax Pro & Community Advocate — Retail Expert

Intuit, Inc.; Huntington Beach (CA); Vor Ort; USD 45.000 - 50.000; Vollzeit

Benefits dieser Stelle

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

Marketing support

Zusammenfassung

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers navigate their tax needs with full service tax return preparation and advisory support.

The role emphasizes community engagement, building client relationships, and leveraging marketing resources to grow the local TurboTax client base. Onsite, non-exempt, with flexible hours and a base pay range in California.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN required to file taxes.
• State licenses or bonds may be necessary.

Aufgaben

• Be the proactive community ambassador for TurboTax locally.
• Engage with prospects, nurture leads, and convert to long-term clients.
• Lead local marketing initiatives with TurboTax support.
• Provide hands-on tax advice and complete preparation for customers.
• Help uncover deductions, maximize refunds, and plan future taxes.

Kenntnisse

EA/CPA license

PTIN holder

Onsite tax expert customer service

Ausbildung

Licensed CPA/EA/attorney

Jobbeschreibung

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers navigate their tax needs with full service tax return preparation and advisory support.

The role emphasizes community engagement, building client relationships, and leveraging marketing resources to grow the local TurboTax client base. Onsite, non-exempt, with flexible hours and a base pay range in California.