TurboTax Retail Expert: Local Tax Pro & Community Advisor

Intuit; Allen (TX); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) match

Paid sick time

ESPP

E&O Insurance

TurboTax discount

Marketing opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, combining tax expertise with community engagement to help customers navigate their tax needs. You will serve in-person customers, provide full-service tax preparation and advice, and use TurboTax tools to deliver accurate solutions in everyday language.

You will grow the local client base and build lasting relationships while supporting marketing initiatives in a

Qualifications

• Active, unrestricted EA, CPA, or attorney license required.
• PTIN required by law to file taxes.
• Must possess or be able to obtain relevant State licenses/certificates.

Responsibilities

• Be a proactive community ambassador, representing TurboTax locally and in marketing efforts.
• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Deliver an exceptional customer experience and build long-term client relationships both in person and via TurboTax tools.

Skills

EA/CPA/Attorney license

PTIN

State licenses

3+ years 1040s

Circular 230 knowledge

Onsite availability 20h/wk

Bilingual EN/ES

Tools

Tax software

CRM tools

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States, combining tax expertise with community engagement to help customers navigate their tax needs. You will serve in-person customers, provide full-service tax preparation and advice, and use TurboTax tools to deliver accurate solutions in everyday language.

You will grow the local client base and build lasting relationships while supporting marketing initiatives in a