Local Ambassador, TurboTax

Overview

In this role, you will work on-site from a Turbo Tax location, and play a key role in growing Turbo Tax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage Turbo Tax 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 Turbo Tax 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 Turbo Tax location in the United States on a seasonal basis.

• 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 paid experience filing 50 or more federal and state individual 0 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 Turbo Tax location.
• Interest in building a local and online social presence as a Turbo Tax 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.

• 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.

• Must reside within the United States.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds.

• Be a Proactive Community Ambassador
  • Enthusiastically represent Turbo Tax locally, serving as a fixture and public face of Turbo Tax 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 Turbo Tax, 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 Turbo Tax 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…