In-Store Tax Advisor & Community Advocate

Jobtome; La Mirada (CA); On-site; USD 45,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance

TurboTax discount

Marketing support

Job summary

Intuit is seeking a TurboTax Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You’ll provide full-service tax return preparation, tax advice, and software support to in-person customers, while expanding the local client base and fostering customer loyalty.

You’ll engage with prospects, deliver a high-quality customer experience, and participate in local marketing efforts to grow the TurboTax presence in your community.

Qualifications

• Active professional tax licenses (CPA/EA) and PTIN required.
• Minimum 3 years of paid tax return preparation experience.
• Familiarity with Circular 230 and related regulations.
• Ability to work onsite at a TurboTax location and support clients.
• Interest in local community outreach and building a client base.
• Willingness to wear a TurboTax uniform and work in a retail setting.

Responsibilities

• Provide hands-on tax advice and complete tax return preparation services.
• Engage with customers, explain tax concepts in clear language.
• Lead local marketing efforts and build a client base.
• Conduct discovery sessions to maximize deductions and refunds.
• Collaborate with TurboTax team and utilize available tools.

Skills

EA/CPA license

PTIN active

Circular 230

Tax return prep

Bilingual

Onsite work

Education

Certified Public Accountant (CPA)

Enrolled Agent (EA)

Attorney license

Tools

Tax preparation software

CRM tools

Intuit TurboTax

Job description

Intuit is seeking a TurboTax Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States. You’ll provide full-service tax return preparation, tax advice, and software support to in-person customers, while expanding the local client base and fostering customer loyalty.

You’ll engage with prospects, deliver a high-quality customer experience, and participate in local marketing efforts to grow the TurboTax presence in your community.