In-Person Tax Advisor & Community Advocate

Intuit

Paramount (CA)

On-site

USD 44,000 - 50,000

Full time

10 days ago

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Benefits offered by this job

401(k) with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Product discounts
Marketing support opportunities

Job summary

Intuit is seeking highly motivated individuals to join our team as TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. You will perform in-person tax return prep, provide tax advice, and software support to help customers navigate their taxes.

You’ll grow the local TurboTax client base, foster long-term relationships, and deliver a best-in-class experience while working on-site.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Active PTIN required to file taxes.
  • Must possess or obtain state licenses, certificates, permits, or bonds.
  • Minimum 3 years of paid experience filing 30+ federal/state 1040 returns/season.
  • Familiarity with Circular 230.
  • Comfortable working onsite at a TurboTax location, Sundays–Saturdays, ≥20 hrs/wk.
  • Interest in building local/online presence as TurboTax Expert.
  • Bilingual English/Spanish a plus.
  • Experience in holistic tax advisory services beyond filing.
  • Willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

  • Be a proactive community ambassador; represent TurboTax locally.
  • Provide hands-on tax advice and prepare tax returns for customers.
  • Deliver best-in-class customer experience and build long-term client relationships.
  • Leverage marketing support and tools to grow the local TurboTax client base.

Skills

EA/CPA/attorney
PTIN
Licenses
3+ yrs tax prep
Circular 230
Onsite retail
Bilingual
Tax advisory
Uniform wear
Front facing

Tools

Tax software
CRM

Job description

Intuit is seeking highly motivated individuals to join our team as TurboTax Retail Experts at TurboTax Retail or Flagship locations across the United States. You will perform in-person tax return prep, provide tax advice, and software support to help customers navigate their taxes.

You’ll grow the local TurboTax client base, foster long-term relationships, and deliver a best-in-class experience while working on-site.

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