TurboTax Retail Expert: Tax Advisor & Community Builder

Intuit Inc.; Arlington Heights (IL); On-site; USD 42,706,000 - 48,216,000; Full time

Benefits offered by this job

401(k) with match

Employee Stock Purchase Plan

E&O Insurance

Free TurboTax copy & product discounts

Employee Assistance Program

Job summary

Intuit Inc. is hiring TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation, tax advice, and software/product support, engaging with customers in a friendly, professional manner while building long-term relationships. You will act as a community ambassador, attract new clients, and leverage marketing support to grow your local TurboTax business.

Qualifications

• Active, unrestricted EA/CPA/attorney license with tax preparation experience.
• Must have PTIN to file taxes.
• Minimum of 3 years of paid experience filing 30+ 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

• Provide 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.
• Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve financial goals.
• Connect with people to build long-term trust that turns a one-time transaction into a loyal, multi-year relationship.

Job description

Intuit Inc. is hiring TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation, tax advice, and software/product support, engaging with customers in a friendly, professional manner while building long-term relationships. You will act as a community ambassador, attract new clients, and leverage marketing support to grow your local TurboTax business.