TurboTax Retail Expert: Local Tax Advisor

Intuit; California; In loco; USD 45.000 - 50.000; Part-time

Vantaggi offerti da questo lavoro

401(k) Matching

Free TurboTax

Team networking opportunities

Descrizione del lavoro

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Retail Experts, working on-site at TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers with full service tax return preparation and tax planning while engaging with the local community.

You will grow the TurboTax client base, attract new clients, and build long-term relationships.

Competenze

• Active, unrestricted EA, CPA, or attorney license.
• Have an active PTIN as required by law to file taxes.
• Minimum of 3 years of paid experience filing 30+ federal/state returns per tax season using professional tax software.
• Familiarity with Circular 230.
• Must be willing to work onsite at a TurboTax retail/flagship location, 20+ hours/week.
• Bilingual English/Spanish a plus.
• Experience in holistic tax advisory beyond tax filing.
• Must be willing to wear a TurboTax uniform and work in a front-facing retail environment.

Mansioni

• Provide hands-on tax advice and full service tax return preparation for TurboTax customers.
• Grow TurboTax client base within the local community.
• Deliver best-in-class customer experience with professionalism and empathy.
• Explain tax concepts in everyday language to clients.
• Interact with customers in-person and via TurboTax tools.

Conoscenze

Tax expertise

Sales & customer service

Bilingual English/Spanish

On-site retail experience

CRM familiarity

Formazione

EA/CPA/Attorney license

Strumenti

ProTax software

CRM systems

Descrizione del lavoro

Intuit is seeking highly motivated individuals to join our dynamic team as TurboTax Retail Experts, working on-site at TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers with full service tax return preparation and tax planning while engaging with the local community.

You will grow the TurboTax client base, attract new clients, and build long-term relationships.