TurboTax Retail Tax Advisor & Community Coach

Intuit, Inc.; Lynwood (CA); Sur place; USD 45 000 - 50 000; Temps partiel

Avantages offerts par ce poste

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

Employee Assistance Program

TurboTax product discounts

Free TurboTax copy

Marketing support

Résumé du poste

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax return preparation, tax advice, calculations, and software/product support while building local client relationships.

Role emphasizes in-person service, strong customer experience, and growing the client base in the local community. You must be a licensed tax professional or have equivalent credentials and be willing to work in a

Qualifications

• Active, unrestricted EA, CPA, or attorney license to file taxes.
• Active PTIN required by law to file taxes.
• Must possess or obtain related State licenses, certificates, permits, or bonds.

Responsabilités

• Provide hands-on tax return preparation, tax advice, calculations, and software/product support for TurboTax customers.
• Conduct discovery sessions and tax reviews to uncover deductions and plan for future taxes.
• Grow TurboTax client base locally by engaging with the community and leveraging marketing support.

Connaissances

Bilingual English/Spanish

CRM software

Tax advisory skills

Customer service excellence

Formation

Enrolled Agent (EA) / CPA license / attorney license

Active PTIN

State licenses/certificates/bonds

Description du poste

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States. You will provide hands-on tax return preparation, tax advice, calculations, and software/product support while building local client relationships.

Role emphasizes in-person service, strong customer experience, and growing the client base in the local community. You must be a licensed tax professional or have equivalent credentials and be willing to work in a