Local Ambassador, TurboTax

Overview

• 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.

• 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.

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.

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  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.

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  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.