TurboTax Retail Expert | Tax Advisor & Community Builder

Intuit; Riverside (CA); On-site; USD 44,000 - 50,000; Part time

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Discounts on TurboTax products

Free copy of TurboTax

Marketing opportunities

Job summary

Intuit is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a TurboTax Retail or Flagship location in the United States. You will provide in-person tax preparation, advice, and software support to customers, while building local relationships and growing the client base.

This is a non-exempt, on-site role requiring at least 20 hours per week, including weekend availability.

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 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.

Skills

Tax preparation experience

Customer service

Bilingual English/Spanish

On-site retail

CRM/sales tools

Education

Active EA/CPA/attorney license

PTIN active

State licenses/certificates

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts at a TurboTax Retail or Flagship location in the United States. You will provide in-person tax preparation, advice, and software support to customers, while building local relationships and growing the client base.

This is a non-exempt, on-site role requiring at least 20 hours per week, including weekend availability.