In-Store Tax Expert & Community Advocate

Intuit, Inc.

Chicago (IL)

On-site

USD 43,000 - 48,000

Part time

3 days ago
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Benefits offered by this job

401(k) with company matching
Employee Stock Purchase Plan
E&O Insurance provided by Intuit
TurboTax discounts and free copy

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 hands-on tax preparation, tax advice, and software support to customers in person, helping them maximize refunds and minimize liabilities.

As a trusted advisor, you’ll grow the local client base, deliver exceptional service, and embody the TurboTax brand in your community. The role is non-exempt and requires onsite presence.

Qualifications

  • Active, unrestricted EA, CPA, or attorney license with tax prep experience.
  • Have a PTIN to file taxes.
  • 3+ years of paid experience filing 30+ federal/state returns per season.
  • Familiarity with Circular 230 and state licensing requirements.
  • Comfort onsite at a TurboTax location, 20+ hours/week.
  • Willing to wear a TurboTax uniform and work in a front-facing retail environment.
  • Bilingual English/Spanish is a plus.

Responsibilities

  • Provide hands-on tax advice and prep services for TurboTax customers.
  • Conduct discovery and tax reviews to optimize deductions and refunds.
  • Grow the local client base through community outreach and marketing support.
  • Deliver excellent customer experiences and handle inquiries in-person.

Skills

Tax expertise
Customer service
Community engagement
Bilingual English/Spanish
Onsite presence

Education

Active professional license (EA/CPA/attorney)

Tools

Professional tax 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 hands-on tax preparation, tax advice, and software support to customers in person, helping them maximize refunds and minimize liabilities.

As a trusted advisor, you’ll grow the local client base, deliver exceptional service, and embody the TurboTax brand in your community. The role is non-exempt and requires onsite presence.

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