TurboTax Retail Expert | Community Tax Pro & Advisor

Intuit, Inc.; Highland Park (IL); On-site; USD 43,000 - 47,000; Part time

Benefits offered by this job

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

Free TurboTax copy

Marketing support

Job summary

Intuit, Inc. is seeking TurboTax - Retail Experts to serve on-site at TurboTax Retail or Flagship locations across the United States, including Illinois.

You will provide hands-on tax preparation, tax advice, and software support while building relationships with neighbors and small businesses in your community. This non-exempt, part-time role requires ongoing weekend coverage, strong tax knowledge, a valid EA/CPA/attorney license or PTIN, and comfort working in a front-facing retail

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+ 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.
• 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 and engage with new prospects to convert them into long-term clients.
• Lead and participate in local marketing initiatives with TurboTax support.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Conduct discovery sessions and tax reviews to uncover deductions and optimize refunds.
• Deliver an exceptional customer experience with professionalism and a focus on financial goals.
• Assist clients in-person and via Intuit video tools, addressing inquiries and tax challenges.

Skills

Tax preparation experience

Bilingual English/Spanish

Customer service

Communication skills

Onsite retail experience

Community outreach

Education

EA/CPA/attorney license

PTIN

State licenses/certificates

Tools

Tax software

Job description

Intuit, Inc. is seeking TurboTax - Retail Experts to serve on-site at TurboTax Retail or Flagship locations across the United States, including Illinois.

You will provide hands-on tax preparation, tax advice, and software support while building relationships with neighbors and small businesses in your community. This non-exempt, part-time role requires ongoing weekend coverage, strong tax knowledge, a valid EA/CPA/attorney license or PTIN, and comfort working in a front-facing retail