Overview

Job Description: OverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts - Retail On-Site 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 - Retail On-Site, 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.This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis.What You Will Do:Be a Proactive Community AmbassadorEnthusiastically 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 the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., 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. Deliver a Best in Class Customer ExperienceCreate an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year with customers both in-person and through Intuit's state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges.Who You Are:Key Qualifications:You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN).Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.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.Have full availability for a flexible 25-34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect.Values a culture of feedback and continuous improvement.Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues.Commi