Tax Expert - TurboTax Store

Tax Expert Retail On-Site

Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts 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. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax's client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax 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 TurboTax 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 TurboTax location in the United States on a seasonal basis.

What You Will Do:

• Be a Proactive Community Ambassador
• 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
• Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
• Deliver a Best in Class Customer Experience
• Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals
• 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

Who You Are:

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
• Have full availability for a flexible 2534 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
• 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
• 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

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

• California $32.50 - $36.00
• Colorado $31.00 - $34.50
• Hawaii $32.50 - $36.00
• Illinois $31.00 - $34.50
• Maryland $31.00 - $34.50
• Massachusetts $32.50 - $36.00
• Minnesota $28.00 - $31.00
• New Jersey $32.50 - $36.00
• New York $32.50 - $36.00
• Ohio $28.00 - $31.00
• Vermont $31.00 - $34.50
• Washington $32.50 - $36.00
• Washington DC $31.00 - $34.50

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs.