Tax Office Professional

About This Role

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
• 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.”