TurboTax Retail Expert: Local Tax Advisor & Community

Intuit, Inc.; Glenview (IL); Presencial; USD 31.000 - 35.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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 including

Free copy of TurboTax

Ongoing collaboration opportunities in

Descripción de la vacante

Intuit is seeking highly motivated individuals to join our team as TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. On-site, you will provide full-service tax return preparation, tax advice, and software support to in-person customers.

You will grow TurboTax’s client base in the local community, build long-term relationships, and deliver an exceptional customer experience while representing Intuit in local marketing efforts.

Formación

• 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 or more 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. Operating hours are subject to change and will likely scale up during periods of peak customer demand
• 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

Responsabilidades

• Be a Proactive Community Ambassador: Represent TurboTax locally, serving as a fixture and public face of TurboTax in the community.
• Engage with new 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.
• Provide Tax Expertise: Give hands‑on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Discover 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.
• Deliver a Best in Class Customer Experience: 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 in-person and through Intuit’s video tools; address inquiries while helping them overcome tax-related challenges.

Conocimientos

EA/CPA license

PTIN

State licenses

Tax return experience

Circular 230

Onsite work

Bilingual English/Spanish

Retail environment

CRM tools

Tax preparation software

Herramientas

Tax preparation software

CRM tools

Descripción del empleo

Intuit is seeking highly motivated individuals to join our team as TurboTax Retail Experts at a TurboTax Retail or Flagship location in the United States. On-site, you will provide full-service tax return preparation, tax advice, and software support to in-person customers.

You will grow TurboTax’s client base in the local community, build long-term relationships, and deliver an exceptional customer experience while representing Intuit in local marketing efforts.