Experienced Tax Professional - Retail

About the role

Join our dynamic team as a dedicated Tax Expert – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs.

Responsibilities

• Be a Proactive Community Ambassador
• 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable.
• Provide Tax Expertise
• Give hands-on tax advice and complete preparation services for TurboTax clients, 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.
• Deliver a Best in Class Customer Experience
• 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.

Qualifications

• You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).
• Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
• Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230.
• Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons.
• Enjoys working in a collaborative team setting, and treats co-workers with respect.
• Values a culture of feedback and continuous improvement.
• Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.
• Committed to a culture of continuous improvement through actively soliciting and responding to feedback.
• Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment.
• Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.
• Bilingual (English/Spanish) communication skills are a plus.
• Experience in holistic tax advisory services beyond tax filing.

Attributes and skills

• 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).
• Excited to be showcased as a Tax Expert – Retail On-Site in local and national marketing efforts.
• Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.
• Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
• Strong verbal and written communication skills.
• Able to work in a fast-paced environment independently while managing multiple priorities.
• Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements

• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.