Licensed Tax Accountant - In-Store
$31 - $34.5 per hourIntuit Financial Services
Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax 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 TurboTax - 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 TurboTax Retail or Flagship location as part of a collaborative team of financial experts, serving in-person customers who use Intuit TurboTax products. You will serve customers in-person 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. Additionally, you will play a key role in growing TurboTax's client base within the local community, attracting new clients, 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. This role is non-exempt and requires onsite presence at a TurboTax location in the United States. What You'll Do: 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 and participate with the support of TurboTax in local marketing, making the topic of taxes accessible and approachable.
- Give hands-on tax advice and complete preparation services for TurboTax 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.
- 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.
- 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 TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand .
- Interest in building a local and online social presence as a TurboTax Expert, 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
- Must be willing to wear a TurboTax uniform
- Must be willing to work in a front facing retail environment
- 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).
- Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
- Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
- Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
- 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.
$31 - $34.5 per hour
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$18.1 - $22.5 per hour
...single location in the back of a general store to 50 locations and over $6 billion dollars... ...including accurately opening and closing accounts, performing account maintenance,... ...education and experience. Mustbecome licensed with NMLS registration within 60 days of...Work at officeMonday to Friday$60k - $75k
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- ...The Mom Project is excited to partner with a well-established CPA firm located near Chicago, IL. We are seeking an experienced Tax Accountant to join their growing team. This opportunity is available on either a full-time or part-time basis, depending on the needs of the...Full timePart timeSummer workWork at officeLocal areaFlexible hours2 days per week3 days per week
- ...Job Description: As a Senior Tax Associate, you will play a critical role in delivering top-notch tax services to our clients... ...requirements. Preferred Qualifications: ~ Bachelor's degree in accounting, finance, or a related field ~ CPA certification is a plus...Local area
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$60k - $70k
...description: Responsible for performing accounting operations activities, including posting... ...basic financial principles. CERTIFICATIONS / LICENSES / REGISTRATIONS No mandatory... ...vision, life, disability, and AD&D insurance; tax-advantaged savings accounts; and a 401(k)...Full timeTemporary workShift workDay shift$85k - $100k
...Registration and Regulation of Third Party Administrators, including licensing, financial requirements, reporting obligations, administrative... ...Education and Certifications Bachelor's degree in Accounting or Finance required Accounting, Audit, or Systems Audit...Full timeWork at office- ...development expectations Position Requirements Bachelor’s degree in Accounting or business-oriented degree from an accredited college/... ...experience and/or relevant financial reporting experience required Licenses & Certifications Equal Opportunity Employer/Protected Veterans...Worldwide
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$91.4k - $186.9k
...a core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...attestation services as well as accounting and consulting on applying accounting principles... .... ~ This position requires you to be a licensed CPA in your aligned home office state or...Full timeSeasonal workLocal areaWorldwideHome office$91.4k - $186.9k
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