Tax Pro & Community Growth Advocate (Retail)

Intuit; South Pasadena (CA); On-site; USD 68,000 - 75,000; Full time

Benefits offered by this job

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance

Assistance Program

TurboTax discount

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, leveraging your tax expertise to drive accurate results and a positive client experience.

You will grow the TurboTax client base in your local community, engage with prospects, and work with the TurboTax network to deliver accessible tax guidance and

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Perform discovery sessions and tax reviews to optimize deductions and refunds.
• Deliver exceptional customer experience and build long-term client relationships.
• Engage with the local community and support marketing efforts.

Skills

Entrepreneurial

Customer service

Communication skills

Tech proficiency

CRM tools

Education

Active EA/CPA/attorney license

Tools

Tax software

CRM tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide full-service tax return preparation, tax advice, and software support to in-person customers, leveraging your tax expertise to drive accurate results and a positive client experience.

You will grow the TurboTax client base in your local community, engage with prospects, and work with the TurboTax network to deliver accessible tax guidance and