Experienced Tax Expert - In-Store

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round Turbo Tax Retail Experts in one of our Turbo Tax Retail or Flagship locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Turbo Tax - 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."

About the Role:

In this role, you will work on-site from a Turbo Tax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit Turbo Tax products.

You will serve customers in-person using Intuit Turbo Tax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes.

Additionally, you will play a key role in growing Turbo Tax's client base within the local community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage Turbo Tax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community.

This role is non-exempt and requires onsite presence at a Turbo Tax location in the United States.

What You'll Do:

Be a Proactive Community Ambassador

* Enthusiastically represent Turbo Tax locally, serving as a fixture and public face of Turbo Tax 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 Turbo Tax in local marketing, making the topic of taxes accessible and approachable.

Provide Tax Expertise

* Give hands-on tax advice and complete preparation services for Turbo Tax 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.

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.

What You Get:
As a Turbo Tax - Retail Expert, you'll receive access to exceptional company benefits and resources, including:
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 Turbo Tax, ongoing collaboration opportunities with Turbo Tax's network of growth-minded professionals and marketing support

Key Qualifications
Who You Are:

* Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.

* Have an 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…