TurboTax Retail Expert — Community Tax Advisor

Intuit Inc.; New Haven (CT); On-site; USD 45,000 - 50,000; Part time

Benefits offered by this job

401(k) plan with company match

Employee stock purchase plan

E&O Insurance provided by Intuit

Product discounts

Job summary

Intuit Inc. is seeking dedicated TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States.

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, delivering clear explanations and building lasting client relationships. You will grow TurboTax’s client base in the local community, leveraging marketing support to attract new clients and forge recurring revenue while maintaining a high standard

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and 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+ 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 and resources for your community in accordance with Intuit’s policies.
• Must be willing to wear a TurboTax uniform.
• Must be willing to work in a front facing retail environment.

Responsibilities

• Represent TurboTax locally as a public face in the community.
• Engage with 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.
• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (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.
• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals.
• Connect with people to build 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 video tools.
• Address client inquiries while helping them overcome tax-related challenges.

Skills

Bilingual (English/Spanish)

Education

EA/CPA/attorney license

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit Inc. is seeking dedicated TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States.

You will provide full-service tax return preparation, tax advice, and software support to in-person customers, delivering clear explanations and building lasting client relationships. You will grow TurboTax’s client base in the local community, leveraging marketing support to attract new clients and forge recurring revenue while maintaining a high standard