TurboTax Retail Tax Expert & Community Advisor

Intuit, Inc.; Joliet (IL); Vor Ort; USD 43.000 - 48.000; Vollzeit

Benefits dieser Stelle

401(k) Savings Plan

Product discounts

Free TurboTax copy

Zusammenfassung

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

You will perform full-service tax preparation, provide tax advice, and build a local client base in collaboration with marketing support. You’ll engage in community outreach, attract new clients, and develop long-term relationships while ensuring excellent customer experiences.

Qualifikationen

• Active, unrestricted EA/CPA/attorney with tax prep experience and knowledge of tax law.
• Must have PTIN to file taxes.
• Must possess or obtain state licenses/certificates/bonds.
• Minimum of 3 years preparing 30+ federal/state returns per season with professional software.
• Familiarity with Circular 230.
• Comfortable working onsite 20+ hours/week, Sundays-Saturdays.
• Willing to wear a TurboTax uniform.
• Front-facing retail environment experience preferred.

Aufgaben

• Represent TurboTax locally and act as community ambassador.
• Engage with prospects, nurture leads, convert to clients.
• Lead local marketing efforts and make taxes approachable.
• Provide hands-on tax advice and complete returns for clients.
• Conduct tax reviews to uncover deductions and plan future taxes.
• Deliver accurate tax solutions using resources and team support.

Kenntnisse

EA license

CPA license

Attorney license

PTIN

State licenses

3+ years tax returns

Circular 230

onsite availability 20h/wk

bilingual English/Spanish

holistic tax advisory

front facing retail

CRM/sales tools

Tools

Tax preparation software

CRM tools

Jobbeschreibung

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

You will perform full-service tax preparation, provide tax advice, and build a local client base in collaboration with marketing support. You’ll engage in community outreach, attract new clients, and develop long-term relationships while ensuring excellent customer experiences.