This role combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a TurboTax Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” You will work on-site from a TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products.
Responsibilities
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 the support of TurboTax in local marketing, making the topic of taxes accessible and approachable
Give hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments)
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
Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations)
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
Requirements
Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred
Active Preparer Tax Identification Number (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
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
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
Reside within the United States
Passionate about empowering customers and helping them overcome the complexities of taxation
Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos)
Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio
Exceptional customer service skills, high empathy, and a friendly, professional demeanor
Excited to be showcased as a TurboTax Expert in local and national marketing efforts
Strong verbal and written communication skills
Ability to work in a fast-paced environment independently while managing multiple priorities
Proficient with technology, including tax preparation software and CRM/sales tools
Nice to have:
Bilingual (English/Spanish) communication skills
Benefits
401(k) Savings Plan with company matching
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
Ongoing collaboration opportunities with TurboTax’s network of growth-minded professionals and marketing support
Cash bonus
Equity rewards and benefits
Important Details
Schedule: minimum of 20 hours per week, Sunday through Saturday; operating hours are subject to change and will likely scale up during periods of peak customer demand
About the Company
Intuit’s mission is “Powering Prosperity Around the World.”
Intuit is a global technology platform that helps our customers and communities overcome their most important financial challenges.
