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Seasonal Tax Expert - In-Store

$32.5-36/hrTemporaryOn-site

location_onLos Feliz Drive, Thousand Oaks, Ventura County, California, 91362, 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, 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. 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. 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

Los Feliz Drive, Thousand Oaks, Ventura County, California, 91362, United States

Thousand Oaks, California

Open in Google Maps(34.17117, -118.83487)

Key Responsibilities

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

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 per season
  • verifiedFamiliarity with Circular 230
  • verifiedMust possess or obtain related State licenses, certificates, permits, or bonds
  • verifiedMust reside within the United States

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

What does a Seasonal Tax Expert - In-Store at Intuit do?expand_more
A Seasonal Tax Expert - In-Store at Intuit is responsible for the following: Serve as a proactive community ambassador and public face of TurboTax; Engage with prospects and convert them into long-term clients; Provide hands-on tax advice and complete preparation services; and Facilitate discovery sessions to uncover deductions and minimize liabilities.
What are the requirements for this Seasonal Tax Expert - In-Store role?expand_more
To qualify for the Seasonal Tax Expert - In-Store at Intuit position, applicants should have: 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 per season; Familiarity with Circular 230; Must possess or obtain related State licenses, certificates, permits, or bonds; and Must reside within the United States.
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 Los Feliz Drive, Thousand Oaks, Ventura County, California, 91362, 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 tools; tax preparation software; ea; cpa; 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.