Tax Accountant - In-Store
location_onSouth Brand Boulevard, Glendale, Los Angeles County, California, 91210, United States
Job Description
About the Role
Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert at one of our new TurboTax locations across the United States. This unique opportunity combines tax expertise, an entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Expert, you will focus on bringing in new customers and serving as their trusted advisor, empowering them to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.”
In this role, you will work on-site from a TurboTax location, playing a key part in growing TurboTax’s client base within the local community. You will establish long-term relationships and drive customer loyalty by leveraging TurboTax marketing support and software to build 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, providing full-service tax return preparation, tax advice, calculations, and software/product support.
Your ability to demonstrate an 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 offers both seasonal and year-round opportunities, with schedules matched to your availability and career goals during the interview process.
Your Impact
Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as the public face of the brand in the community. You will engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. This includes leading local events with TurboTax support, participating in local marketing, and making 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 such as personal and business income, deductions optimization, and amendments. You will facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. You will 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 a genuine interest in helping clients achieve their financial goals, whether that be saving for retirement, college funds, weddings, or vacations. You will connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interactions will occur both in-person and through Intuit’s state-of-the-art video communication tools, addressing client inquiries and helping them overcome tax-related challenges.
Culture and Attributes
We are looking for individuals who are passionate about empowering customers and helping them overcome the complexities of taxation. You should be excited to work with Intuit to engage with and build the brand’s presence in your local community, whether through speaking at events, building a local and online social presence, or creating content such as tax tips and educational videos.
Ideal candidates possess an entrepreneurial and self-driven mindset with a business ownership approach to growing their customer portfolio. You should have exceptional customer service skills, high empathy, and a friendly, professional demeanor. We are also looking for individuals excited to be showcased as a TurboTax Expert in local and national marketing efforts, with strong verbal and written communication skills and the ability to work in a fast-paced environment independently while managing multiple priorities.
Compensation and Benefits
Intuit provides a competitive compensation package with a strong pay-for-performance rewards approach. This position is eligible for a cash bonus, equity rewards, and benefits in accordance with our applicable plans and programs. 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.
Work location
Work model: On-site
South Brand Boulevard, Glendale, Los Angeles County, California, 91210, United States
Glendale, California
Key Responsibilities
- check_circleServe as a proactive community ambassador and public face of TurboTax
- check_circleEngage with prospects and nurture leads to convert them into long-term clients
- check_circleProvide hands-on tax advice and complete preparation services for clients
- check_circleFacilitate discovery sessions and tax reviews to uncover deductions and minimize liabilities
- check_circleCreate an exceptional customer experience through professionalism and genuine interest
- check_circleInteract with customers in-person and through video communication tools
- check_circleAddress client inquiries and help them overcome tax-related challenges
- check_circleLead local events and participate in local marketing initiatives
Requirements
- verifiedActive, unrestricted EA, CPA, or Practicing Attorney credentials
- verifiedActive Preparer Tax Identification Number (PTIN)
- verifiedMinimum 3 years paid experience filing 50+ federal/state 1040 returns per season
- verifiedFamiliarity with Circular 230
- verifiedMust possess or obtain required State licenses, certificates, permits, or bonds
- verifiedMust reside within the United States