TurboTax Retail Expert: Community Tax Advisor

SonicJobs; Murrieta (CA); Presencial; USD 45.000 - 50.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Product discounts on Intuit

Marketing collaboration opportunities

Descripción de la vacante

Intuit is seeking a TurboTax - Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You'll provide hands-on tax advice and complete tax returns, helping clients optimize deductions and plan for the future.

You will actively grow the local client base, engage with the community, and deliver an exceptional customer experience in-person, using TurboTax products and services.

Formación

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN required to file taxes.
• Must possess or obtain related State licenses, certificates, permits, or bonds.
• Minimum 3 years of paid experience filing 30+ federal/state returns per season using professional software.
• Familiarity with Circular 230.
• Onsite presence at a TurboTax location, 20+ hours/week.

Responsabilidades

• Work on-site at a TurboTax Retail or Flagship location.
• Provide hands-on tax advice and complete preparation services.
• Assist with deductions optimization and tax planning.
• Grow TurboTax client base through local community engagement.
• Deliver excellent customer service in-person using Intuit tools.

Conocimientos

Customer service

Tax expertise

Communication

Entrepreneurial mindset

Educación

EA/CPA/Attorney license

PTIN

Herramientas

Tax prep software

CRM tools

Descripción del empleo

Intuit is seeking a TurboTax - Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You'll provide hands-on tax advice and complete tax returns, helping clients optimize deductions and plan for the future.

You will actively grow the local client base, engage with the community, and deliver an exceptional customer experience in-person, using TurboTax products and services.