Tax Expert - TurboTax Store

divh2Tax Expert Retail On-Site/h2pIntuit 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 focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuits mission of Powering Prosperity Around the World. In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTaxs 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 customers 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./ph3What You Will Do:/h3ulliBe a Proactive Community Ambassador/liliEnthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community./liliEngage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach./liliLead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable./liliProvide Tax Expertise/liliGive 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)./liliFacilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice./liliUtilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language./liliDeliver a Best in Class Customer Experience/liliCreate 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)./liliConnect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship./liliInteract with customers both in-person and through Intuits state-of-the-art video communication tools./liliAddress client inquiries while helping them overcome tax-related challenges./li/ulh3Who You Are:/h3pKey Qualifications:/pulliYou 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)./liliHave an active Preparer Tax Identification Number (PTIN) as required by law to file taxes./liliMinimum 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./liliFamiliarity with Circular 230./liliHave full availability for a flexible 2534 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons./liliEnjoys working in a collaborative team setting, and treats co-workers with respect./liliValues a culture of feedback and continuous improvement./liliIs adaptable to working in a constantly evolving and, at times ambiguous, environment./liliThrives in a collaborative team setting and demonstrates respect for colleagues./liliCommitted to a culture of continuous improvement through actively soliciting and responding to feedback./liliHighly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment./liliInterest 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 Intuits policies./liliBilingual (English/Spanish) communication skills are a plus./liliExperience in holistic tax advisory services beyond tax filing./liliAttributes and skills:/liliPassionate about empowering customers and helping them overcome the complexities of taxation./liliPassionate about your local community and excited to work with Intuit to engage with and build Intuits 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)./liliExcited to be showcased as a Tax Expert Retail On-Site in local and national marketing efforts./liliExceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships./liliEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio./liliStrong verbal and written communication skills./liliAbility to work in a fast-paced environment independently while managing multiple priorities./liliProficient with technology, including tax preparation software and CRM/sales tools./liliEntrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store./li/ulpAdditional Requirements:/pulliMust reside within the United States./liliMust possess or be able to obtain any related State licenses, certificates, permits, or bonds./li/ulpIntuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:/pulliCalifornia $32.50 - $36.00/liliColorado $31.00 - $34.50/liliHawaii $32.50 - $36.00/liliIllinois $31.00 - $34.50/liliMaryland $31.00 - $34.50/liliMassachusetts $32.50 - $36.00/liliMinnesota $28.00 - $31.00/liliNew Jersey $32.50 - $36.00/liliNew York $32.50 - $36.00/liliOhio $28.00 - $31.00/liliVermont $31.00 - $34.50/liliWashington $32.50 - $36.00/liliWashington DC $31.00 - $34.50/li/ulpThis position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender./p/div