Overview In this role you will be a on-site TurboTax Retail Expert, serving as a trusted advisor to customers and helping them navigate tax needs. You'll work with a collaborative team to deliver hands-on tax preparation, advice, and software support while growing the local client base and building long-term relationships. The position blends tax expertise with community engagement to empower financial well-being. You will be a visible local ambassador, contributing to Intuit's mission of powering prosperity and delivering a top-tier customer experience.
Compensation / Benefits- 401(k) with company match
- paid sick time
- Employee Stock Purchase Plan
- E&O Insurance provided by Intuit
- Employee Assistance Program
- discounts on Intuit products including a free copy of TurboTax
Responsibilities- Provide hands-on tax preparation and personalized tax advice for TurboTax customers, handling simple to complex situations
- Conduct discovery sessions and tax reviews to maximize deductions and refunds and offer future tax planning
- Represent TurboTax in the local community and participate in marketing efforts to attract and convert prospects into long-term clients
- Deliver exceptional customer experience through professionalism and genuine client support, including in-person and video interactions
- Support local marketing initiatives and build a loyal client base with cross-selling opportunities through TurboTax resources
Key requirements- Active, unrestricted EA, CPA, or attorney license with strong tax prep experience
- Active PTIN required to file taxes
- State licenses/certificates/permits/bonds as applicable
- Minimum 3 years of paid experience filing 30+ federal/state 1040 returns per season with professional software
- Familiarity with Circular 230
- Onsite availability at a TurboTax location (20+ hours/week); willingness to work in retail environment
- Willingness to wear TurboTax uniform and engage in front-facing roles
- Bilingual English/Spanish is a plus
- Experience in holistic tax advisory services beyond tax filing
- Resides in the United States
- Interest in building a local and online presence with content and outreach
- Empathy and strong customer service orientation
- Excellent verbal and written communication
- Entrepreneurial and self-driven with a business mindset
- Proficiency with tax preparation software
- CRM/sales tools familiarity
- Access to and use of government websites and professional resources
