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Experienced Tax Expert - In-Store

$32.5-36/hr•TemporaryOn-site

location_on1508, K Avenue, Plano, Collin County, Texas, 75074, 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. 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.” to grow 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.

Work location

Work model: On-site

1508, K Avenue, Plano, Collin County, Texas, 75074, United States

Plano, Texas

Open in Google Maps(33.01991, -96.69890)

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
  • 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/state 1040 returns
  • verifiedFamiliarity with Circular 230
  • verifiedMust reside within the United States
  • verifiedBilingual (English/Spanish) communication skills are a plus

Benefits & Perks

check_circleEligible for cash bonuscheck_circleEligible for equity rewardscheck_circleEligible for benefits in accordance with applicable plans and programs

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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
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
Intuit is looking for candidates who meet the following requirements: Active, unrestricted credentials: EA, CPA, or Practicing Attorney; Active Preparer Tax Identification Number (PTIN); Minimum 3 years paid experience filing 50+ federal/state 1040 returns; Familiarity with Circular 230; Must reside within the United States; and Bilingual (English/Spanish) communication skills are a plus.
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 1508, K Avenue, Plano, Collin County, Texas, 75074, 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.