Top 391 Senior client advisor Jobs in Costa Mesa Ca

Senior Tax Expert – Retail
Intuit —Costa Mesa, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Tax Expert – Retail
Intuit —Newport Beach, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Tax Professional – In-Store
Intuit —Newport Beach, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Tax Professional – In-Store
Intuit —Anaheim, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
12d
Senior Tax Professional – In-Store
Intuit —Lake Forest, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Tax Expert – Retail
Intuit —Lake Forest, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Tax Professional – In-Store
Intuit —Yorba Linda, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Tax Expert – Retail
Intuit —Brea, CA
- $31 - $36 an hour
- Part-time
- Spanish
- CPA
- Writing skills
5d
Senior Sales Account Executive
OEC Group —Cerritos, CA
- $80,000 - $120,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Chief Financial Officer - Property Management
Aperto Property Management, Inc —Irvine, CA
- $185,000 - $215,000 a year
- Full-time
- 7 years
- CPA
- Office
- Disability insurance
- Health insurance
Quick Apply
Preplanning Sales Advisor
Envision Strategic Partners —Anaheim, CA
- $50,000 - $70,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Flexible schedule
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Irvine, CA
- $161,700 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
Audit Manager
Vaco by Highspring —Irvine, CA
- $100 - $130 an hour
- 7 years
- CPA
- GAAP
Quick Apply
Residential Remodeling General Manager / Licensed GC
Flatiron Build Co. —Orange, CA
- $105,000 - $120,000 a year
- Full-time
- Spanish
- Construction site
- English
- Profit sharing
- Paid training
Quick Apply
9d
Residential Remodeling General Manager / Licensed GC
Flatiron Build Co. —Irvine, CA
- $105,000 - $120,000 a year
- Full-time
- Spanish
- Construction site
- English
- Profit sharing
- Paid training
Quick Apply
Residential Remodeling General Manager / Licensed GC
Flatiron Build Co. —East Irvine, CA
- $105,000 - $120,000 a year
- Full-time
- Spanish
- Construction site
- English
- Profit sharing
- Paid training
Quick Apply
9d
Sr Client Advisor - Commercial Lines
Trucordia —Irvine, CA
- Full-time
- Remote
- Senior level
- Communication skills
- Commercial
- Health savings account
- AD&D insurance
Quick Apply
Residential Remodeling General Manager / Licensed GC
Flatiron Build Co. —Villa Park, CA
- $105,000 - $120,000 a year
- Full-time
- Spanish
- Construction site
- English
- Profit sharing
- Paid training
Quick Apply
9d
GUCCI Senior Client Advisor - Costa Mesa
Gucci —Costa Mesa, CA
- $18 - $20 an hour
- Weekends as needed
- POS
- Senior level
- Communication skills
- Health insurance
- Dental insurance
Site Leader
US AMR-Jones Lang LaSalle Americas, Inc. —Irvine, CA
- $105,000 - $115,000 a year
- Online Application
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
9d

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Senior Tax Expert – Retail

Intuit -
Costa Mesa, CA

Apply Now

Job Details

Part-time
$31 - $36 an hour
5 days ago

Qualifications

State tax return preparation
Tax preparation software
Video conferences (communication methods)

Full Job Description

Overview

Intuit is seeking highly motivated individuals to join our dynamic team as a dedicated Tax Expert - TurboTax Store 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 - TurboTax Store, 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 nonexempt role requires onsite presence at a TurboTax location in the United States and offers both seasonal and year-round opportunities. During the interview process, we will discuss your career goals and availability to match you with the schedule that works best for you.

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.

Key Qualifications:

Possess active, unrestricted credentials: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws.
Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes.
Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
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
Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
Interest in building a local and online social presence as a Tax Expert, 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
Must be willing to wear a TurboTax uniform
Must be willing to work in a front facing retail environment

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).
Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio.
Exceptional customer service skills, high empathy, and a friendly, professional demeanor.
Excited to be showcased as a TurboTax Expert in local and national marketing efforts.
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.

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

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). 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.

Apply Now

Refine Your Search

senior client advisor jobs in costa mesa ca

Senior Tax Expert – Retail

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Professional – In-Store

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Tax Professional – In-Store

Senior Tax Expert – Retail

Senior Sales Account Executive

Chief Financial Officer - Property Management

Preplanning Sales Advisor

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Audit Manager

Residential Remodeling General Manager / Licensed GC

Residential Remodeling General Manager / Licensed GC

Residential Remodeling General Manager / Licensed GC

Sr Client Advisor - Commercial Lines

Residential Remodeling General Manager / Licensed GC

GUCCI Senior Client Advisor - Costa Mesa

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