In-Store Tax Expert & Community Advocate

Intuit, Inc.; Villa Park (IL); On-site; USD 43,000 - 48,000; 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

Employee Assistance Program

Product discounts including TurboTax

Job summary

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in Illinois.

You will provide full-service tax return preparation, tax advice, and software support, while building a local client base and delivering a best-in-class customer experience. The role requires on-site availability, active tax licenses, and a willingness to engage with the community and drive growth.

Qualifications

• Active, unrestricted EA, CPA, or attorney license with strong tax preparation experience.
• PTIN required to file taxes.
• Must possess or be able to obtain state licenses, certificates, permits, or bonds.
• Minimum of 3 years of paid experience filing 30+ federal and state 1040 tax returns per tax season.
• Familiarity with Circular 230.
• Must be comfortable working onsite at a TurboTax retail or flagship location, 20+ hours per week.
• Bilingual English/Spanish is a plus.
• Experience in holistic tax advisory services beyond tax filing.
• Will be willing to wear a TurboTax uniform and work in a front-facing retail environment.

Responsibilities

• Be a proactive community ambassador for TurboTax at the local level.
• Engage with new prospects, nurture leads, and convert them into long-term clients.
• Lead local marketing efforts with TurboTax support to grow the client base.
• Provide hands-on tax advice and complete preparation services for TurboTax customers, including complex scenarios.
• Facilitate discovery sessions and tax reviews to uncover deductions and plan future taxes.
• Use government resources, professional tools, and team expertise to deliver accurate tax solutions in everyday language.
• Create an exceptional customer experience through professionalism and genuine helpfulness.
• Build long-term trust and relationships with clients, both in-person and via video tools.
• Address client inquiries and assist with tax challenges.

Skills

EA/CPA/Attorney license

PTIN credential

State licenses/certificates

3+ years tax return prep experience (R

Circular 230

Onsite retail experience

Bilingual English/Spanish (plus)

Tax advisory beyond filing

Uniform wearing compliance

Front facing retail environment

Tools

Tax preparation software

CRM/sales tools

Job description

Intuit, Inc. is seeking TurboTax - Retail Experts to work on-site at a TurboTax Retail or Flagship location in Illinois.

You will provide full-service tax return preparation, tax advice, and software support, while building a local client base and delivering a best-in-class customer experience. The role requires on-site availability, active tax licenses, and a willingness to engage with the community and drive growth.