TurboTax Retail Expert – Intuit Phoenix AZ
Overview
Intuit seeks a proactive community ambassador to serve as a TurboTax Retail Expert in Phoenix offering year‑round tax assistance. The role blends tax expertise with local engagement to help customers achieve financial goals while growing TurboTax’s client base.
What You'll Do11
- 1Be a Proactive Community Ambassador representing TurboTax locally and acting as its public face
- 2Engage prospects nurture leads and convert them into long‑term clients through outreach
- 3Lead marketing initiatives to make taxes accessible via community events and digital channels
- 4Provide hands‑on tax advice and prepare returns for simple to complex situations
- 5Facilitate discovery sessions to uncover deductions minimize liabilities and maximize refunds
- 6Deliver a best‑in‑class customer experience through professionalism and genuine interest
- 7Interact with customers in person and via video tools to resolve inquiries
- 8Maintain compliance with all tax regulations while fostering trust and loyalty
- 9Collaborate with a network of growth‑focused professionals for shared success
- 10Contribute to expanding TurboTax’s footprint in the local market
- 11Utilize company benefits such as 401(k) matching and employee assistance programs
Requirements11
- 1Active unrestricted EA CPA or attorney license with deep tax law knowledge
- 2Current PTIN and state licensure or ability to obtain required credentials
- 3Minimum three years paid experience preparing 30+ federal and state returns annually
- 4Familiarity with Circular 230 and proficiency with tax preparation software
- 5Onsite availability five days weekly with a commitment of at least twenty hours per week
- 6Bilingual English Spanish communication skills preferred
- 7Passion for community involvement and content creation around tax topics
- 8Entrepreneurial mindset with self‑driven approach to client acquisition
- 9Strong verbal and written communication abilities
- 10Ability to thrive in a fast‑paced independent environment
- 11Residence within the United States
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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