Tax Pro & Local Community Advisor (Retail)

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

Benefits offered by this job

401(k) Savings Plan

Discounts on Intuit products

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Job summary

Intuit is seeking dedicated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support to in-person customers, while growing local client relationships and contributing to community outreach.

The role emphasizes a trusted advisor approach, leveraging marketing support and TurboTax resources to foster prosperity for clients and the community, with a flexible, on-site schedule.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active 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

Responsibilities

• Be a proactive community ambassador in the local TurboTax network.
• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Deliver an exceptional customer experience with professionalism and empathy.
• Interact with customers in-person and via Intuit's video tools.
• Grow TurboTax client base and drive loyalty through local marketing support.

Skills

Community outreach

Public speaking

Customer service

Bilingual English/Spanish

Education

EA/CPA/Attorney license

PTIN holder

State licenses/certificates

3+ years tax returns experience (1040)

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking dedicated TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax preparation, advice, and software support to in-person customers, while growing local client relationships and contributing to community outreach.

The role emphasizes a trusted advisor approach, leveraging marketing support and TurboTax resources to foster prosperity for clients and the community, with a flexible, on-site schedule.