Seasonal Tax Expert - In-Store
location_onLos Feliz Drive, Thousand Oaks, Ventura County, California, 91362, 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, 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
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