
Tax Expert - TurboTax Store
location_onNorth Stark Drive, Palatine, Palatine Township, Cook County, Illinois, 60067, United States
Job Description
About the Role
Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store. 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.
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. 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.
Hiring 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 Stark Drive, Palatine, Palatine Township, Cook County, Illinois, 60067, United States
Palatine, Illinois
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_circleUtilize resources to deliver accurate tax solutions
- check_circleCreate an exceptional customer experience through professionalism
- check_circleConnect with people to build long-term trust
- 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 credentials: EA, CPA, or Practicing Attorney
- verifiedActive Preparer Tax Identification Number (PTIN)
- verifiedMinimum 3 years paid experience filing 50+ federal and state individual 1040 tax returns
- verifiedFamiliarity with Circular 230
- verifiedMust possess or obtain State licenses, certificates, permits, or bonds
- verifiedMust reside within the United States