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Experienced Tax Expert - In-Store

$32.5-36/hr•TemporaryOn-site

location_onNorth Bolingbrook Drive, Bolingbrook, Will County, Illinois, 60440, United States

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Job Description

About the Role

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store. dedicated Tax Expert - TurboTax Store 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. As a Tax Expert - TurboTax Store, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.

Your Impact

In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s 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 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.

Community & Culture

You will 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 local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable.

Interview Process

During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

Work location

Work model: On-site

North Bolingbrook Drive, Bolingbrook, Will County, Illinois, 60440, United States

Bolingbrook, Illinois

Open in Google Maps(41.69860, -88.06838)

Key Responsibilities

  • check_circleServe as a proactive community ambassador and public face of TurboTax
  • check_circleEngage with new prospects and convert them into long-term clients
  • check_circleProvide hands-on tax advice and complete preparation services
  • check_circleFacilitate discovery sessions and tax reviews to uncover deductions
  • check_circleDeliver exceptional customer experience through professionalism
  • check_circleInteract with customers in-person and via video communication tools
  • check_circleAddress client inquiries and help them overcome tax-related challenges

Requirements

  • verifiedActive, unrestricted EA, CPA, or Practicing Attorney credential
  • verifiedActive Preparer Tax Identification Number (PTIN)
  • verifiedMinimum 3 years paid experience filing 50+ federal/state 1040 returns
  • verifiedFamiliarity with Circular 230
  • verifiedMust possess or obtain State licenses, certificates, permits, or bonds
  • verifiedMust reside within the United States

Frequently asked questions about Experienced Tax Expert - In-Store at Intuit

What does a Experienced Tax Expert - In-Store at Intuit do?expand_more
A Experienced Tax Expert - In-Store at Intuit is responsible for the following: Serve as a proactive community ambassador and public face of TurboTax; Engage with new prospects and convert them into long-term clients; Provide hands-on tax advice and complete preparation services; and Facilitate discovery sessions and tax reviews to uncover deductions.
What are the requirements for this Experienced Tax Expert - In-Store role?expand_more
To qualify for the Experienced Tax Expert - In-Store at Intuit position, applicants should have: Active, unrestricted EA, CPA, or Practicing Attorney credential; Active Preparer Tax Identification Number (PTIN); Minimum 3 years paid experience filing 50+ federal/state 1040 returns; Familiarity with Circular 230; Must possess or obtain State licenses, certificates, permits, or bonds; and Must reside within the United States.
What is the salary range for Experienced Tax Expert - In-Store at Intuit?expand_more
The advertised salary range for Experienced Tax Expert - In-Store at Intuit is $32.5-36/hr.
Where is the Experienced Tax Expert - In-Store role at Intuit located?expand_more
Experienced Tax Expert - In-Store at Intuit is based in North Bolingbrook Drive, Bolingbrook, Will County, Illinois, 60440, 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 tax preparation software; crm; sales tools; video communication tools; enrolled agent; cpa; practicing attorney; and ptin.
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.