In-Store Tax Expert & Community Advocate

Intuit Careers; Glendale (CA); On-site; USD 68,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Stock Purchase Plan

E&O Insurance

Product discounts

Job summary

Intuit is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States. You will provide in-person tax preparation, advice, and software support while building your local client base and community presence.

This non-exempt role requires onsite presence, strong customer service, and engagement in local marketing to grow the TurboTax network and trusted advisor relationships.

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.
• 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 and work in a front facing retail environment.

Responsibilities

• Be a proactive community ambassador representing TurboTax locally.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, handling simple to complex tax situations.
• Deliver a best in class customer experience, building long-term relationships with clients.
• Interact with customers in-person and through Intuit’s video tools, addressing inquiries and assisting with tax challenges.

Skills

Tax expertise

Customer service

Public speaking/Community engagement

Bilingual English/Spanish

Onsite retail environment

Education

EA/CPA/Attorney license

PTIN holder

State licenses/certificates

Tools

Tax preparation software

CRM/sales tools

Intuit TurboTax

Job description

Intuit is seeking TurboTax Retail Experts to work on-site at a TurboTax Retail or Flagship location across the United States. You will provide in-person tax preparation, advice, and software support while building your local client base and community presence.

This non-exempt role requires onsite presence, strong customer service, and engagement in local marketing to grow the TurboTax network and trusted advisor relationships.