In-Store Tax Advisor & Local Growth Champion

Intuit, Inc.; Monrovia (CA); On-site; USD 44,000 - 50,000; Full time

Benefits offered by this job

401(k) matching

Paid sick time

Employee Stock Purchase Plan

E&O Insurance provided by Intuit

Employee Assistance Program

Discounts on Intuit products

Free TurboTax copy

Marketing collaboration opportunities

Job summary

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation, tax advice, and software support to in-person customers, helping them navigate complex tax scenarios and maximize refunds. You will engage with the local community, attract new clients, and build long-term relationships while leveraging TurboTax resources.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience with deep knowledge of tax law preferred.
• Have an active Preparer Tax Identification Number (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, public face, engage with prospects, nurture leads, convert to long-term clients, support local marketing.
• Provide Tax Expertise: Hands-on tax advice, complete preparation for simple to complex situations, conduct discovery sessions and tax reviews, use resources to deliver accurate solutions.
• Deliver a Best in Class Customer Experience: Ensure professionalism, build long-term trust, interact in-person and via video tools, address client inquiries and challenges.

Skills

EA/CPA/attorney license

PTIN holder

Tax preparation experience

Circular 230 knowledge

Onsite retail experience

Community engagement

Bilingual English/Spanish (plus)

CRM/sales tools

Public speaking/ambassador

Education

PTIN holder

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax Retail Experts to work on-site at TurboTax Retail or Flagship locations across the United States.

You will provide full-service tax preparation, tax advice, and software support to in-person customers, helping them navigate complex tax scenarios and maximize refunds. You will engage with the local community, attract new clients, and build long-term relationships while leveraging TurboTax resources.