In-Store Tax Advisor & Community Growth Pro

Intuit, Inc.; La Mirada (CA); On-site; USD 45,000 - 50,000; Part time

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

Discounts on Intuit products including

Free TurboTax copy

Job summary

Intuit, Inc. is seeking a TurboTax - Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States.

You will provide full-service tax preparation, advice, and product support to in-person customers, while growing the local client base and fostering lasting relationships. The role emphasizes community engagement, marketing collaboration, and delivering an exceptional customer experience in a retail setting.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active PTIN as required by law to file taxes.
• Must possess or be able to obtain any related State licenses, certificates, permits, or bonds
• Minimum of 3 years of paid experience filing 30 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software.
• Familiarity with Circular 230
• Must be comfortable working onsite at a TurboTax retail or flagship location, Sunday through Saturday, for a minimum of 20 hours per week. Operating hours are subject to change and will likely scale up during periods of peak customer demand.
• Interest in building a local and online social presence as a TurboTax Expert, creating accessible tax‑related content and resources for your community in accordance with Intuit’s policies
• Bilingual (English/Spanish) communication skills are a plus
• Experience in holistic tax advisory services beyond tax filing
• Must be willing to wear a TurboTax uniform
• Must be willing to work in a front‑facing retail environment

Responsibilities

• Be a Proactive Community Ambassador: represent TurboTax locally, engage with new prospects, nurture leads, and help convert them into long-term clients.
• Provide Tax Expertise: give hands-on tax advice and complete preparation services for TurboTax customers, handle simple to complex tax situations, and help with tax planning.
• Deliver a Best in Class Customer Experience: create an exceptional customer experience, build long-term trust, and interact with customers in-person and via Intuit tools.

Education

Active EA/CPA/Attorney license

Active PTIN

State licenses eligibility

Job description

Intuit, Inc. is seeking a TurboTax - Retail Expert to work on-site at a TurboTax Retail or Flagship location in the United States.

You will provide full-service tax preparation, advice, and product support to in-person customers, while growing the local client base and fostering lasting relationships. The role emphasizes community engagement, marketing collaboration, and delivering an exceptional customer experience in a retail setting.