In-Person Tax Expert & Community Builder - Retail

Intuit

Rosemead (CA)

On-site

USD 45,000 - 50,000

Full time

10 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
Free TurboTax copy

Job summary

Intuit is seeking 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, helping clients maximize refunds and plan for future taxes.

Responsibilities include growing the local client base, delivering exceptional service, and connecting with the community. Must live in the United States and be prepared for a front-facing retail environment.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience preferred.
  • Active PTIN required by law to file taxes.
  • State licenses, certificates, permits, or bonds may be required.
  • Minimum of 3 years of paid experience filing 30+ federal/state 1040 returns per tax season with professional software.
  • Familiarity with Circular 230.

Responsibilities

  • Be a proactive community ambassador, representing TurboTax locally and engaging with prospects to build a client base.
  • Provide hands-on tax advice and complete preparation services for TurboTax customers, including simple to complex situations.
  • Deliver best-in-class customer experience with professional demeanor and clear communication.

Skills

Tax expertise
Onsite work
Bilingual (EN/ES)
Customer service
CRM/Sales tools

Tools

Tax preparation software
CRM software

Job description

Intuit is seeking 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, helping clients maximize refunds and plan for future taxes.

Responsibilities include growing the local client base, delivering exceptional service, and connecting with the community. Must live in the United States and be prepared for a front-facing retail environment.

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