In-Person Tax Advisor & Local Growth Advocate

Intuit; Kent (WA); On-site; USD 68,000 - 75,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free copy of TurboTax

Marketing collaboration opportunities

Job summary

Intuit is seeking proactive 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, helping customers achieve positive financial outcomes.

You will grow Intuit’s client base by building relationships, participating in local marketing, and delivering a best-in-class customer experience.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Have an active PTIN to file taxes.
• Minimum 3 years of paid tax return experience (30+ returns).
• Familiarity with Circular 230 and state licensing requirements.

Responsibilities

• Provide hands-on tax advice and complete preparation for TurboTax customers.
• Identify deductions, provide planning advice, and maximize refunds.
• Deliver exceptional customer experience and build long-term client relationships.

Skills

EA/CPA license

Tax preparation

Onsite customer service

Bilingual (English/Spanish)

CRM/sales tools

Community engagement

Public speaking

Tools

Tax software

Job description

Intuit is seeking proactive 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, helping customers achieve positive financial outcomes.

You will grow Intuit’s client base by building relationships, participating in local marketing, and delivering a best-in-class customer experience.