In-Person Tax Expert & Community Builder

Intuit

Cerritos (CA)

On-site

USD 44,000 - 50,000

Full time

12 days ago

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Benefits offered by this job

401(k) Savings Plan with company match
Paid sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Employee Assistance Program

Job summary

Intuit is hiring TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support while growing your local client base and building long-term relationships.

The role requires strong tax credentials, PTIN, and the ability to work a minimum of 20 hours per week in a front-facing retail setting. California pay ranges are highlighted, with a comprehensive benefits package.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience and knowledge of tax law.
  • Must have or be able to obtain PTIN as required by law.
  • Minimum 3 years of paid federal and state individual 1040 tax return preparation.
  • Experience with tax software and retail tax services.
  • Willingness to work onsite at a TurboTax location, including weekends.

Responsibilities

  • Be a Proactive Community Ambassador, representing TurboTax locally and engaging with prospects to convert them into long-term clients.
  • Provide hands-on tax advice and complete returns for TurboTax customers, including complex scenarios and planning.
  • Deliver exceptional customer experience through professionalism and clear, friendly communication.

Skills

EA/CPA/Attorney license
PTIN holder
Tax advisory experience
Onsite retail tax experience

Tools

Tax preparation software
CRM/Sales tools

Job description

Intuit is hiring TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations across the United States. You will provide in-person tax preparation, advice, and software support while growing your local client base and building long-term relationships.

The role requires strong tax credentials, PTIN, and the ability to work a minimum of 20 hours per week in a front-facing retail setting. California pay ranges are highlighted, with a comprehensive benefits package.

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