Experienced Tax Expert – In-Store
Not Disclosed•TemporaryOn-site
location_on4337, Seeley Avenue, Downers Grove, DuPage County, Illinois, 60515, United States
About the Team and Mission
Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site. This role is central to our mission of "Powering Prosperity Around the World" by helping customers navigate their tax needs and achieve positive financial outcomes. As a Tax Expert, you will combine tax expertise with an entrepreneurial spirit to serve as a trusted advisor, bringing in new customers and fostering long-term relationships within your local community.
You will work on-site at a TurboTax location, leveraging our marketing support and software to build a thriving business that benefits both you and the community. This position is designed for those who are passionate about empowering customers to overcome the complexities of taxation and are excited to represent TurboTax as a public face of the brand in their neighborhoods.
Work location
Work model: On-site
4337, Seeley Avenue, Downers Grove, DuPage County, Illinois, 60515, United States
Downers Grove, Illinois
Key Responsibilities
- check_circleEngage with new prospects and convert them into long-term clients through proactive outreach
- check_circleProvide hands-on tax advice and prepare returns for simple to complex situations
- check_circleFacilitate discovery sessions to uncover deductions and minimize tax liabilities
- check_circleRepresent TurboTax locally as a community ambassador and public face of the brand
- check_circleLead local events and participate in marketing to make tax topics accessible
- check_circleBuild long-term trust and loyalty by connecting with clients on a personal level
- check_circleCreate an exceptional customer experience through in-person and virtual interactions
Requirements
- verifiedActive EA, CPA, or Practicing Attorney credential
- verifiedActive Preparer Tax Identification Number (PTIN)
- verifiedMinimum 3 years paid experience filing 50+ federal and state 1040 returns per season
- verifiedFamiliarity with Circular 230
- verifiedMust reside within the United States
- verifiedAbility to obtain required State licenses, certificates, permits, or bonds
Nice to Have
Bilingual (English/Spanish) communication skills. Experience in holistic tax advisory services beyond tax filing.
Benefits & Perks
check_circleEligible for cash bonus and equity rewards
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Frequently asked questions about Experienced Tax Expert – In-Store at Intuit
What does a Experienced Tax Expert – In-Store at Intuit do?expand_more
Day-to-day, the Experienced Tax Expert – In-Store at Intuit will engage with new prospects and convert them into long-term clients through proactive outreach; provide hands-on tax advice and prepare returns for simple to complex situations; facilitate discovery sessions to uncover deductions and minimize tax liabilities; and represent turbotax locally as a community ambassador and public face of the brand.
What are the requirements for this Experienced Tax Expert – In-Store role?expand_more
Intuit is looking for candidates who meet the following requirements: Active EA, CPA, or Practicing Attorney credential; Active Preparer Tax Identification Number (PTIN); Minimum 3 years paid experience filing 50+ federal and state 1040 returns per season; Familiarity with Circular 230; Must reside within the United States; and Ability to obtain required State licenses, certificates, permits, or bonds.
Where is the Experienced Tax Expert – In-Store role at Intuit located?expand_more
Experienced Tax Expert – In-Store at Intuit is based in 4337, Seeley Avenue, Downers Grove, DuPage County, Illinois, 60515, United States. This is a on-site role.
Is this Experienced Tax Expert – In-Store job remote, hybrid, or on-site?expand_more
Intuit has listed this Experienced Tax Expert – In-Store role as on-site.
How much experience is required for this Experienced Tax Expert – In-Store role?expand_more
Experienced Tax Expert – In-Store at Intuit typically requires 3+ years of relevant experience at the mid level level.
What skills do you need for the Experienced Tax Expert – In-Store role at Intuit?expand_more
Key skills for Experienced Tax Expert – In-Store at Intuit include Ea; Cpa; Practicing Attorney; Ptin; Circular 230; Tax Preparation Software; CRM; and Sales Tools.
What category does the Experienced Tax Expert – In-Store role belong to?expand_more
Experienced Tax Expert – In-Store at Intuit is part of the accounting & finance job category on Recrutus.