In-Store Tax Advisor & Community Advocate

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

Benefits offered by this job

401(k) with company match

Paid sick time

Employee Stock Purchase Plan

E&O insurance provided by Intuit

Discounts on Intuit products (TurboTax

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit is seeking TurboTax Retail Experts to deliver expert tax preparation and advisory services at TurboTax Retail or Flagship locations across the United States. You will assist customers in-person, provide tax planning, and build local clientele while partnering with marketing support.

Role emphasizes community engagement, customer empathy, and a strong on-site presence in a fast-paced retail environment. Valid tax credentials and an active PTIN are required.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• Active PTIN as required by law to file taxes.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Minimum 3 years of paid experience filing 30+ federal and state 1040 tax returns per season.
• Familiarity with Circular 230.
• Must be onsite at a TurboTax location, 20+ hours/week.
• Willing to build local community presence and online content.

Responsibilities

• Provide hands-on tax advice and complete preparation services for TurboTax customers.
• Handle simple to complex tax situations (personal and business).
• Conduct discovery sessions and reviews to optimize deductions and refunds.
• Deliver best-in-class customer experience with professional service.
• Interact with customers in-person and via TurboTax tools.
• Support local marketing and community engagement initiatives.

Skills

Tax expertise

Customer service

Community outreach

Onsite work

Communication

Education

EA/CPA/Attorney license

PTIN holder

Tools

TurboTax software

Job description

Intuit is seeking TurboTax Retail Experts to deliver expert tax preparation and advisory services at TurboTax Retail or Flagship locations across the United States. You will assist customers in-person, provide tax planning, and build local clientele while partnering with marketing support.

Role emphasizes community engagement, customer empathy, and a strong on-site presence in a fast-paced retail environment. Valid tax credentials and an active PTIN are required.