Tax Pro & Community Advocate — Retail Expert

Intuit

South Gate (CA)

Sur place

USD 45 000 - 50 000

Plein temps

Il y a 5 jours
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Avantages offerts par ce poste

401(k) Matching
Paid Sick Time
Employee Stock Purchase Plan
E&O Insurance
Employee Assistance Program
TurboTax Discount

Résumé du poste

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation and advice, serve as a local ambassador, and grow a client base in collaboration with marketing support.

You’ll work in a front-facing retail environment, delivering personalized tax solutions and building long-term relationships with clients while supporting Intuit’s mission of powering prosperity.

Qualifications

  • Active, unrestricted EA/CPA/attorney license with tax prep experience.
  • Active PTIN required to file taxes.
  • Must possess or be able to obtain any related state licenses/certificates.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 tax returns.
  • Familiarity with Circular 230.
  • Must be onsite at a TurboTax location, 20+ hours/week.
  • Willing to wear a TurboTax uniform.
  • Front-facing retail experience.

Responsabilités

  • Be a proactive community ambassador for TurboTax locally, engaging prospects and converting them into clients.
  • Provide hands-on tax advice and complete preparation for TurboTax customers, handling simple to complex cases.
  • Deliver best-in-class customer experience, guiding clients toward financial goals and building long-term relationships.

Connaissances

Tax license
PTIN
State licenses
3+ yrs returns
Circular 230
Onsite 20h/wk
Bilingual English/Spanish
Holistic tax advisory
Uniform required
Retail environment

Description du poste

Intuit is seeking TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation and advice, serve as a local ambassador, and grow a client base in collaboration with marketing support.

You’ll work in a front-facing retail environment, delivering personalized tax solutions and building long-term relationships with clients while supporting Intuit’s mission of powering prosperity.

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