Tax Pro & Community Growth Specialist — Retail Expert

NOBEL Women; Wilmette (IL); Presencial; USD 31.000 - 35.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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 including

Descripción de la vacante

Intuit is seeking energetic TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide tax advice, prepare returns, and build a local client base while leveraging marketing support and software tools.

This non-exempt, onsite role emphasizes community engagement, client education, and delivering a best-in-class experience with a strong focus on personalized tax solutions.

Formación

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• 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

• Be a Proactive Community Ambassador
• Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach.
• Lead and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
• Provide Tax Expertise
• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• 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.
• Deliver a Best in Class Customer Experience
• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations).
• Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
• Interact with customers both in-person and through Intuit's state-of-the-art video communication tools.
• Address client inquiries while helping them overcome tax-related challenges.

Conocimientos

EA/CPA/Attorney license

PTIN

State licenses

3+ years 1040 tax returns

Circular 230

Onsite work

Bilingual English/Spanish

Holistic tax advisory

Tax expertise

Tax software proficiency

CRM tools

Herramientas

Tax software

CRM tools

Descripción del empleo

Intuit is seeking energetic TurboTax Retail Experts to assist customers in-person at TurboTax Retail or Flagship locations across the United States. You will provide tax advice, prepare returns, and build a local client base while leveraging marketing support and software tools.

This non-exempt, onsite role emphasizes community engagement, client education, and delivering a best-in-class experience with a strong focus on personalized tax solutions.