Tax Pro & Retail Advisor — Onsite Expert

Intuit Inc.

Park Ridge (IL)

On-site

USD 43,000 - 48,000

Full time

14 days+

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Benefits offered by this job

401(k) Savings Plan with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax free copy

Discounts on Intuit products

Marketing collaboration opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to join our on-site teams at TurboTax Retail or Flagship locations in the United States. You will provide full-service tax preparation and advice, serving in-person customers and growing the client base within the local community.

You will engage with prospects, deliver personalized tax guidance, and leverage TurboTax tools and marketing support to build lasting relationships.

Qualifications

Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
PTIN required by law to file taxes.
Must possess or be able to obtain related State licenses, certificates, permits, or bonds.
Minimum of 3 years of paid experience filing 30+ 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.
Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax-related content.
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, representing TurboTax locally and serving as a public face.
Engage with new prospects, nurture leads, and convert prospects into long-term clients.
Lead and participate with TurboTax in local marketing to make taxes accessible.
Provide hands-on tax advice and complete preparation services for TurboTax customers.
Facilitate discovery sessions and tax reviews to uncover deductions and maximize refunds.
Utilize resources to deliver accurate tax solutions in everyday language.
Create an exceptional customer experience through professionalism and helping clients reach financial goals.
Build long-term trust and relationships with clients.
Interact with customers in-person and via Intuit’s video tools.
Address client inquiries while helping them overcome tax-related challenges.