In‑Person Tax Advisor & Community Growth Expert

Intuit, Inc.

Elgin (IL)

On-site

USD 43,000 - 48,000

Full time

14 days+

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Benefits offered by this job

401(k) Savings Plan with company match
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program
Discounts on Intuit products including
Free copy of TurboTax

Job summary

Intuit, Inc. is seeking year‑round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in‑person tax return preparation, tax advice, and software support while building a local client base and community presence. The role emphasizes hands-on tax expertise, client relationship building, and collaboration with marketing to grow TurboTax’s local footprint.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
  • Have an active PTIN to file taxes.
  • Must possess or obtain related State licenses, certificates, permits, or bonds.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per season.
  • Familiarity with Circular 230.
  • Must be onsite at a TurboTax location, 20+ hours/week, weekends included.

Responsibilities

  • Provide hands-on tax advice and complete preparation for TurboTax customers (personal and business returns).
  • Conduct discovery sessions to uncover deductions, minimize liabilities, and plan tax strategy.
  • Deliver accurate tax solutions using government resources, professional tools, and team expertise.
  • Create an exceptional customer experience and build long-term client relationships.
  • Represent TurboTax locally as a community ambassador and support local marketing efforts.

Skills

EA/CPA license
PTIN holder
State licenses
3+ years tax prep
Circular 230 knowledge
Onsite work
Bilingual EN/ES
CRM/sales tools
TurboTax software

Tools

TurboTax software
CRM tools

Job description

Intuit, Inc. is seeking year‑round TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide in‑person tax return preparation, tax advice, and software support while building a local client base and community presence. The role emphasizes hands-on tax expertise, client relationship building, and collaboration with marketing to grow TurboTax’s local footprint.

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