"Alerted.org

Overview

Overview:

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.

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.

+ Willing and available to work a static weekly schedule with a minimum of 25 hours per week at a TurboTax location.

+ Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies.

+ Bilingual (English/Spanish) communication skills are a plus.

+ Experience in holistic tax advisory services beyond tax filing.

Attributes and skills:

+ Passionate about empowering customers and helping them overcome the complexities of taxation.

+ Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos).

+ Excited to be showcased as a Local Ambassador Associate in local and national marketing efforts.

+ Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships.

+ Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.

+ Strong verbal and written communication skills.

+ Ability to work in a fast-paced environment independently while managing multiple priorities.

+ Proficient with technology, including tax preparation software and CRM/sales tools.

Additional Requirements:

+ Must reside within the United States.

+ Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

Responsibilities:

What You Will Do:

+ 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 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 Experience

+ Create 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 relationship.

+ Interact 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.

Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is:

Bay Area California $32.50 - $36.00

Southern California $32.50 - $36.00

Colorado $31.00 - $34.50

Hawaii $32.50 - $36.00

Illinois $31.00 - $34.50

Maryland $31.00 - $34.50

Massachusetts $32.50 - $36.00

Minnesota $28.00 - $31.00

New Jersey $32.50 - $36.00

New York $32.50 - $36.00

Ohio $28.00 - $31.00

Vermont $31.00 - $34.50

Washington $32.50 - $36.00

Washington DC $31.00 - $34.50

This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits (https://www.intuitbenefits.com/) ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

EOE AA M/F/Vet/Disability. Intuit will consider for employment qualified applicants with criminal histories in a manner consistent with requirements of local law.