Local Ambassador, TurboTax

** Overview*
* Overview:

In this role, you will work on-site from a Turbo Tax location, and play a key role in growing Turbo Tax's client base within the local community, 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.

You will serve customers both in-person and virtually 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.

This role is nonexempt and requires onsite presence at a Turbo Tax location in the United States on a seasonal basis.

Qualifications:

Key

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.

+ Willing and available to work a static weekly schedule with a minimum of 25 hours per week at a Turbo Tax location.

+ Interest in building a local and online social presence as a Turbo Tax 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 Local Ambassador Associate 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.

+ Ability 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.

Responsibilities:

What You Will 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 local events with the support of Turbo Tax, 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 Turbo Tax 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.,…