Seasonal Tax Expert - In-Store

Ventura, CA, USA|Onsite

Job Overview

Employment Type

Full-time

Compensation

Hourly

Range $31.00 - $36.00

Benefits

Cash bonus

Equity rewards

Health Insurance

Paid Time Off

Retirement Plan

Employee Discounts

Professional Development

Job Description

Intuit, a global technology platform company, is renowned for its pioneering financial software, including QuickBooks, TurboTax, and Mint, designed to empower individuals and businesses to manage their finances confidently. With a commitment to innovation and customer-centric solutions, Intuit operates in various locations across the United States, bringing cutting-edge financial tools to the fingertips of millions. The company's mission, "Powering Prosperity Around the World," reflects its dedication to enhancing financial well-being and supporting economic growth through technology and expert guidance. Intuit offers a supportive, dynamic work environment that values entrepreneurial spirit, diversity, and the proactive engagement of its employees with the communities they serve.

This opportunity is for a Tax Expert - TurboTax Store, operating seasonally or year-round at one of Intuit's new TurboTax locations. The role is essential in delivering expert tax advice and return preparation services while building lasting relationships within the local community. As a TurboTax Store Tax Expert, you will be the face of TurboTax locally, serving both in-person and virtual customers using state-of-the-art TurboTax software and communication tools. Your role involves providing comprehensive tax services, including handling complex tax scenarios such as personal and business income, deductions optimization, amendments, and future tax planning advice.

You will proactively engage with the community, nurturing leads and converting prospects into long-term clients by leveraging TurboTax's marketing support. The position requires a keen understanding of tax laws and regulations along with excellent interpersonal skills to alleviate the stress often associated with tax preparation. This full-time or part-time opportunity involves onsite work at a TurboTax location, with flexibility around scheduling and locations nationwide. Compensation varies by state and ranges approximately from $28.00 to $36.00 per hour, with eligibility for bonuses, equity rewards, and benefits. Intuit emphasizes pay equity and offers a rewarding career path for motivated tax professionals eager to make a tangible impact in their communities by simplifying tax complexities and fostering financial prosperity.

Job Requirements

Must reside within the United States
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
Must possess active unrestricted credentials such as EA, CPA, or practicing attorney
Must have an active PTIN
Minimum 3 years of paid tax preparation experience, filing 50 or more federal and state individual 1040 tax returns per tax season using professional software
Must be comfortable working onsite at a TurboTax retail or flagship location for a minimum of 20 hours per week
Must be willing to work in a front-facing retail environment
Must be willing to wear a TurboTax uniform
Must be passionate about empowering customers and engaging with the local community
Must have strong verbal and written communication skills
Familiarity with Circular 230
Proficient with technology including tax preparation software and CRM/sales tools

Job Qualifications

Possess active, unrestricted credentials such as EA (Enrolled Agent), CPA (Certified Public Accountant), or practicing attorney with strong tax preparation experience and extensive knowledge of tax laws
Have an active Preparer Tax Identification Number (PTIN) as required by law
Must possess or be able to obtain any related state licenses, certificates, permits, or bonds
Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software
Familiarity with Circular 230
Comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week
Interest in building a local and online social presence as a Tax Expert, creating accessible tax-related content and resources compliant with Intuit’s policies
Bilingual (English/Spanish) communication skills are a plus
Experience in holistic tax advisory services beyond tax filing
Willingness to wear a TurboTax uniform
Willingness to work in a front-facing retail environment

Job Duties

Be a proactive community ambassador
Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community
Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach
Lead local events with support from TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable
Provide hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations including personal and business income, deductions optimization, amendments
Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice
Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language
Create an exceptional customer experience through professionalism and genuine interest in helping clients achieve their financial goals
Connect with people to build long-term trust that turns one-time transactions into loyal, multi-year relationships
Interact with customers both in-person and through Intuit’s video communication tools
Address client inquiries while helping them overcome tax-related challenges