TurboTax Retail Expert - Local Tax Pro & Community Builder

Intuit, Inc.; Pico Rivera (CA); Vor Ort; USD 30.000 - 50.000; Vollzeit

Benefits dieser Stelle

401(k) Savings Plan with company match

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Discounts on Intuit products

Zusammenfassung

Intuit, Inc. is seeking a TurboTax Retail Expert to serve customers on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and product support while building local relationships and expanding the client base. You’ll engage with the community, deliver personalized tax solutions, and work closely with a team to ensure a best-in-class customer experience.

Qualifikationen

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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.
• 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

Aufgaben

• Be a Proactive Community Ambassador: Enthusiastically 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.

Kenntnisse

Tax prep experience

Customer service

Community engagement

Ausbildung

EA/CPA/Attorney license

Tools

Tax preparation software

CRM/sales tools

Jobbeschreibung

Intuit, Inc. is seeking a TurboTax Retail Expert to serve customers on-site at TurboTax Retail or Flagship locations across the United States.

You will provide hands-on tax preparation, tax advice, and product support while building local relationships and expanding the client base. You’ll engage with the community, deliver personalized tax solutions, and work closely with a team to ensure a best-in-class customer experience.