TurboTax Retail Tax Expert & Community Advisor

Intuit Careers

Arlington (TX)

On-site

USD 28,000 - 39,000

Part time

6 days ago
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Benefits offered by this job

401(k) Savings Plan with company match
Discounts on Intuit products including
Free copy of TurboTax

Job summary

Intuit is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts. You will provide in-person tax preparation, tax advice, and software support at a TurboTax Retail or Flagship location, serving as a trusted advisor to help customers navigate their tax needs.

You’ll grow the local client base, engage the community, and collaborate with marketing and TurboTax resources to build a thriving business.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license to file taxes preferred.
  • Active PTIN required by law to file taxes.
  • Must possess or be able to obtain state licenses/certificates/bonds.

Responsibilities

  • Provide hands-on tax advice and complete preparation services for TurboTax customers, including simple to complex tax situations.
  • Conduct discovery sessions and tax reviews to uncover deductions and plan for future taxes.
  • Deliver exceptional customer experience and help clients achieve financial goals.

Skills

Tax expertise
Customer service
Bilingual
Community outreach
Communication skills
Fast-paced environment
CRM tools

Education

EA/CPA license
Attorney license

Tools

Tax preparation software
CRM software

Job description

Intuit is seeking motivated individuals to join our TurboTax Retail team as on-site Retail Experts. You will provide in-person tax preparation, tax advice, and software support at a TurboTax Retail or Flagship location, serving as a trusted advisor to help customers navigate their tax needs.

You’ll grow the local client base, engage the community, and collaborate with marketing and TurboTax resources to build a thriving business.

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