TurboTax Retail Expert: Onsite Tax Pro & Community Builder

Intuit, Inc.

Riverside (CA)

On-site

USD 45,000 - 50,000

Part time

3 days ago

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Benefits offered by this job

401(k) with company match

Free TurboTax copy

Job summary

Intuit, Inc. seeks TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations in the United States.

You will provide hands-on tax preparation, tax advice, and software support to customers in a friendly retail setting. You will engage with the local community, attract new clients, and grow a trusted TurboTax presence while delivering exceptional customer service and accurate tax solutions.

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 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

Responsibilities

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.
Provide Tax Expertise: Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
Facilitate discovery 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 the long-term trust that turns a one-time transaction into a loyal, multi-year relationship.
Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools.
Address client inquiries while helping them overcome tax-related challenges.
What You Get: 401(k) Savings Plan with company matching, paid sick time, Employee Stock Purchase Plan, E&O Insurance provided by Intuit, Employee Assistance Program.
discounts on Intuit products including a free copy of TurboTax, ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support