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Seasonal Tax Expert - In-Store

$32.5-36/hr•TemporaryOn-site

location_onWest 1st Street, Lacy, Santa Ana, Orange County, California, 92703, 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.”

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.

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

West 1st Street, Lacy, Santa Ana, Orange County, California, 92703, United States

Santa Ana, California

Open in Google Maps(33.74555, -117.86780)

Key Responsibilities

  • check_circleServe as a proactive community ambassador and public face of TurboTax locally
  • 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 simple to complex tax situations
  • check_circleFacilitate discovery sessions and tax reviews to uncover deductions and tax reviews to minimize tax liabilities and maximize refunds
  • check_circleCreate an exceptional customer experience through professionalism and build long-term trust with clients
  • check_circleInteract with customers in-person and through 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 reside within the United States
  • verifiedMust possess or be able to obtain any related State licenses, certificates, permits, or bonds

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

What does a Seasonal Tax Expert - In-Store at Intuit do?expand_more
In this Seasonal Tax Expert - In-Store at Intuit role, you will serve as a proactive community ambassador and public face of turbotax locally; engage with prospects and nurture leads to convert them into long-term clients; provide hands-on tax advice and complete preparation services for simple to complex tax situations; and facilitate discovery sessions and tax reviews to uncover deductions and tax reviews to minimize tax liabilities and maximize refunds.
What are the requirements for this Seasonal Tax Expert - In-Store role?expand_more
Intuit is looking for candidates who meet the following requirements: 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 reside within the United States; and Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.
What is the salary range for Seasonal Tax Expert - In-Store at Intuit?expand_more
The advertised salary range for Seasonal Tax Expert - In-Store at Intuit is $32.5-36/hr.
Where is the Seasonal Tax Expert - In-Store role at Intuit located?expand_more
Seasonal Tax Expert - In-Store at Intuit is based in West 1st Street, Lacy, Santa Ana, Orange County, California, 92703, United States. This is a on-site role.
Is this Seasonal Tax Expert - In-Store job remote, hybrid, or on-site?expand_more
Intuit has listed this Seasonal Tax Expert - In-Store role as on-site.
How much experience is required for this Seasonal Tax Expert - In-Store role?expand_more
Seasonal 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 Seasonal Tax Expert - In-Store role at Intuit?expand_more
Key skills for Seasonal Tax Expert - In-Store at Intuit include turbotax; crm; sales; enrolled agent; cpa; practicing attorney; ptin; and circular 230.
What category does the Seasonal Tax Expert - In-Store role belong to?expand_more
Seasonal Tax Expert - In-Store at Intuit is part of the Accounting & Finance job category on Recrutus.