In-Person Tax Pro & Community Advisor

Intuit

Elgin (IL)

On-site

USD 43,000 - 47,000

Part time

14 days+

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Benefits offered by this job

401(k) with company matching
Sick time
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
Discounts on Intuit products
Marketing support

Job summary

Intuit seeks year-round TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations nationwide. You will perform full service tax return preparation, provide tax advice, and support software products while engaging customers in-person.

You’ll act as a trusted advisor, grow your local client base, and help drive loyalty through community outreach and marketing initiatives, while meeting scheduling and licensing requirements.

Qualifications

  • Must have active tax licenses (EA/CPA/attorney).
  • Minimum 3 years of paid tax return preparation (federal/state).
  • Active PTIN required to file taxes.
  • Onsite at TurboTax Retail or Flagship location, 20+ hours weekly.
  • Knowledge of tax law and ability to explain complex topics clearly.

Responsibilities

  • Proactively represent TurboTax locally and grow client base.
  • Provide hands-on tax preparation, advice, and software support.
  • Deliver exceptional customer experiences and build long-term relationships.

Skills

EA/CPA/Attorney license
PTIN required
3+ years tax return prep
Onsite client engagement
Bilingual English/Spanish a plus
Strong tax law knowledge
Front-facing customer service
Ability to work 20+ hrs/wk

Education

EA/CPA/Attorney license
PTIN required

Tools

Professional tax software
CRM/sales tools

Job description

Intuit seeks year-round TurboTax Retail Experts to work onsite at TurboTax Retail or Flagship locations nationwide. You will perform full service tax return preparation, provide tax advice, and support software products while engaging customers in-person.

You’ll act as a trusted advisor, grow your local client base, and help drive loyalty through community outreach and marketing initiatives, while meeting scheduling and licensing requirements.

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