Senior Tax Advisor - In-Store (LAKE FOREST)

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. 

Provide Tax Expertise 

• 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. 

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 TurboTax - 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 TurboTax, ongoing collaboration opportunities with TurboTax’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.