TurboTax Retail Expert: Tax Advisor & Community Builder

Intuit; Garland (TX); On-site; USD 35,000 - 52,000; Full time

Benefits offered by this job

401(k) matching

Paid sick leave

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax discount

Marketing support

Job summary

Intuit is seeking highly motivated individuals to join our team as dedicated year-round TurboTax Retail Experts in TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers navigate their tax needs with on-site tax expertise and personalized service.

In this role, you will provide full-service tax preparation, tax advice, and software support to in-person customers, while growing the local client base and building long-term

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 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

Responsibilities

• Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments).
• 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 their financial goals.

Skills

EA/CPA/Attorney

PTIN holder

State licenses

Tax return preparation

Circular 230

On-site 20 hrs/wk

Bilingual EN/ES

Holistic tax advisory

Uniform required

Front-facing retail

Tools

Tax preparation software

CRM/Sales tools

Job description

Intuit is seeking highly motivated individuals to join our team as dedicated year-round TurboTax Retail Experts in TurboTax Retail or Flagship locations across the United States. You will serve as a trusted advisor, helping customers navigate their tax needs with on-site tax expertise and personalized service.

In this role, you will provide full-service tax preparation, tax advice, and software support to in-person customers, while growing the local client base and building long-term